ClearBridge Special Investment Trust

Scorecard
2 / 5 Stars
Lipper
2 1 1 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 29.43 percent over the past year, 9.68 percent over the past three years, 28.64 percent over the past five years, and 6.02 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.7%
1 Year 29.4%
3 Years (Annualized) 9.7%
5 Years (Annualized) 28.6%
10 Years (Annualized) 6.0%

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Summary

The investment seeks capital appreciation. The fund invests primarily in equity securities and securities convertible into equity securities. While it may invest in companies of any size, the portfolio managers expect that under normal circumstances, the fund will invest the majority of its total assets in the securities of companies that are in the small-cap market capitalization range or in "special situations," at the time of purchase. It may invest up to 35% of its total assets in debt securities rated below investment grade, commonly known as "junk bonds," and unrated securities judged by the adviser to be below investment grade.

Fees

Fees are Low compared to funds in the same category.
ClearBridge Special Investment Trust has an expense ratio of 0.89 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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