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With nearly $727 billion of assets under management (as of Dec 31, 2018), Legg Mason has 33 years of experience in providing financial services throughout the world. Legg Mason, along with its nine investment affiliates, currently manages more than 90 mutual funds across a wide range of categories, including both equity and fixed-income funds. Most of the company’s clients (67%) are domiciled in the United States. This Baltimore-based company serves both individual and institutional investors with around 3,300 employees in 39 offices throughout the globe.
ClearBridge Large Cap Value Fund Class A2 aims for long-term capital appreciation. The fund invests a majority of its assets in equity securities or other investments with similar economic characteristics, of companies that have large market capitalizations. LIVVX has three-year annualized returns of 8.9%.
LIVVX has an expense ratio of 0.95% compared with the category average of 1%.
Western Asset High Yield Fund Class A (WAYAX - Free Report) aims to maximize total return which is on par with prudent investment management. The fund usually invests the majority of its assets in U.S. dollar denominated debt or fixed income securities rated below investment grade at the time of purchase by one or more Nationally Recognized Statistical Rating Organizations or are determined of a comparable quality by the sub advisor. WAYAXhas three-year annualized returns of 8.6%.
As of March 2019, WAYAX held 400 issues with 1.70% of its assets invested in SPDR Blmbg Barclays High Yield Bd ETF.
ClearBridge Large Cap Value Fund Class A (SINAX - Free Report) aims for capital growth over the long term. The fund invests at least 80% of its assets in equity securities or other similar investments of large-cap companies. SINAX has a three-year annualized return of 9.1%.
Robert Feitler is one of the fund managers of SINAX since 2004.
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3 Top Legg Mason Funds for Great Returns
With nearly $727 billion of assets under management (as of Dec 31, 2018), Legg Mason has 33 years of experience in providing financial services throughout the world. Legg Mason, along with its nine investment affiliates, currently manages more than 90 mutual funds across a wide range of categories, including both equity and fixed-income funds. Most of the company’s clients (67%) are domiciled in the United States. This Baltimore-based company serves both individual and institutional investors with around 3,300 employees in 39 offices throughout the globe.
Below we share with you three top-ranked Legg Mason mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.
ClearBridge Large Cap Value Fund Class A2 aims for long-term capital appreciation. The fund invests a majority of its assets in equity securities or other investments with similar economic characteristics, of companies that have large market capitalizations. LIVVX has three-year annualized returns of 8.9%.
LIVVX has an expense ratio of 0.95% compared with the category average of 1%.
Western Asset High Yield Fund Class A (WAYAX - Free Report) aims to maximize total return which is on par with prudent investment management. The fund usually invests the majority of its assets in U.S. dollar denominated debt or fixed income securities rated below investment grade at the time of purchase by one or more Nationally Recognized Statistical Rating Organizations or are determined of a comparable quality by the sub advisor. WAYAXhas three-year annualized returns of 8.6%.
As of March 2019, WAYAX held 400 issues with 1.70% of its assets invested in SPDR Blmbg Barclays High Yield Bd ETF.
ClearBridge Large Cap Value Fund Class A (SINAX - Free Report) aims for capital growth over the long term. The fund invests at least 80% of its assets in equity securities or other similar investments of large-cap companies. SINAX has a three-year annualized return of 9.1%.
Robert Feitler is one of the fund managers of SINAX since 2004.
To view the Zacks Rank and past performance of all Legg Mason mutual funds, investors can click here to see the complete list of funds.
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