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ClearBridge Value Fund Class A (LGVAX)
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101.43
+0.01
+0.01%
03/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 3.33B
ClearBridge Value A
101.43
+0.01
+0.01%
- Overview
- Profile
- Historical Data
- Holdings
LGVAX Overview
Find basic information about the ClearBridge Value Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LGVAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Last Update:
Rating
1-Year Change - 3.2%
Prev. Close101.42
Risk Rating
TTM Yield0.74%
ROE15.75%
IssuerLegg Mason
Turnover31%
ROA6.37%
Inception Date39846
Total Assets3.33B
Expenses1.01%
Min. Investment1,000
Market Cap67.43B
CategoryLarge Value
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Performance
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1074 | 1057 | 1066 | 1508 | 2210 | 2800 |
| Fund Return | 7.44% | 5.73% | 6.59% | 14.67% | 17.18% | 10.85% |
| Place in category | 914 | 290 | 905 | 252 | 123 | 199 |
| % in Category | 84 | 30 | 83 | 28 | 14 | 30 |
Top Equity Funds by Franklin Templeton Investments
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| ClearBridge Appreciation A | 8.12B | 14.45 | 19.07 | 12.98 | ||
| ClearBridge Dividend Strategy A | 5.62B | 9.04 | 14.26 | 11.66 | ||
| ClearBridge Large Cap Growth I | 4.44B | 12.83 | 27.35 | 14.86 | ||
| ClearBridge Large Cap Growth A | 4.21B | 12.57 | 26.97 | 14.53 | ||
| ClearBridge Aggressive Growth A | 4.2B | 18.28 | 17.04 | 7.80 |
Top Funds for Large Value Category
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 94.77B | 14.61 | 21.44 | 13.70 | ||
| Dodge & Cox Stock | 69.29B | 10.20 | 14.55 | 12.09 | ||
| Vanguard Equity-Income Adm | 56.38B | 13.00 | 12.97 | 11.21 | ||
| Vanguard Windsor II Admiral | 50.75B | 14.51 | 16.95 | 11.99 | ||
| American Funds Washington Mutual R6 | 45.77B | 15.15 | 18.30 | 13.14 |
Top Holdings
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Bank of America | US0605051046 | 3.63 | 53.54 | -0.04% | |
| Alphabet A | US02079K3059 | 3.11 | 277.58 | -2.16% | |
| J&J | US4781601046 | 2.84 | 186.86 | +0.32% | |
| Amazon.com | US0231351067 | 2.53 | 249.35 | -1.83% | |
| Chevron | US1667641005 | 2.38 | 153.39 | -0.42% |
Technical Summary
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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