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Lipper
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Zacks Investment Research
2
(Buy)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.75 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.8% |
| 1 Year | 16.7% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of large capitalization companies. Large capitalization companies are those companies with market capitalizations similar to companies in the Russell 1000® Index. It invests primarily in equity securities that, in the investment adviser's opinion, are undervalued or out of favor. The fund expects to hold approximately 150-250 stocks under normal market conditions. It may invest in foreign equity securities, either directly or through depositary receipts. The fund may take temporary defensive and cash management positions.
Fees
Fees are Low compared to funds in the same category.
Legg Mason BW Diversified Large Cap Value Fund has an expense ratio of 1.22 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
