3 / 5 Stars
4 3 5 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#85 in Large Value
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.
The fund has returned 23.06 percent over the past year, and 16.18 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.4%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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.
Fees are Low compared to funds in the same category.
Legg Mason BW Diversified Large Cap Value Fund has an expense ratio of 1.10 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.