We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Founded in 1899, Legg Mason is one of the world’s largest asset managers with assets under management of nearly $780.2 billion as of Jun 30, 2019. Legg Mason and its affiliates manage mutual funds across a wide range of categories, including both equity and fixed-income funds.
It uses a multi-affiliate business model that allows each affiliate to operate with a high degree of autonomy utilizing its unique approach and processes. This Baltimore-based company serves both individual and institutional investors with around 3,000 employees in 39 offices throughout the globe.
ClearBridge Dividend Strategy Fund Class 1 (LCBOX - Free Report) aims for the generation and appreciation of dividend income and capital growth over a long period. The fund invests the majority of its assets in equity securities or other investments that pay out dividends. The fund mostly invests in common stocks and may invest half of its assets in equity securities of foreign companies directly or via depository receipts. LCBOX has three-year annualized returns of 12.6%.
LCBOX has an expense ratio of 0.77% compared with the category average of 0.95%.
ClearBridge Small Cap Growth Fund Class A (SASMX - Free Report) aims for long-term capital growth. The fund invests most of its assets in securities of small-capitalization companies. The portfolio managers follow a growth-oriented approach while investing. SASMX has three-year annualized returns of 16%.
Aram E. Green is one of the fund managers of SASMX since 2007.
ClearBridge Large Cap Value Fund Class A2 aims for long-term capital appreciation. The fund invests the majority of its assets in equity securities, or other investments with similar economic characteristics, of companies that have large market capitalization. LIVVX has three-year annualized returns of 8.9%.
As of June 2019, LIVVX held 52 issues with 4.61% of its assets invested in JPMorgan Chase & Co.
Image: Bigstock
3 Legg Mason Funds to Snap Up Today
Founded in 1899, Legg Mason is one of the world’s largest asset managers with assets under management of nearly $780.2 billion as of Jun 30, 2019. Legg Mason and its affiliates manage mutual funds across a wide range of categories, including both equity and fixed-income funds.
It uses a multi-affiliate business model that allows each affiliate to operate with a high degree of autonomy utilizing its unique approach and processes. This Baltimore-based company serves both individual and institutional investors with around 3,000 employees in 39 offices throughout the globe.
Below we share with you four 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, their Zacks Rank and past performance.
ClearBridge Dividend Strategy Fund Class 1 (LCBOX - Free Report) aims for the generation and appreciation of dividend income and capital growth over a long period. The fund invests the majority of its assets in equity securities or other investments that pay out dividends. The fund mostly invests in common stocks and may invest half of its assets in equity securities of foreign companies directly or via depository receipts. LCBOX has three-year annualized returns of 12.6%.
LCBOX has an expense ratio of 0.77% compared with the category average of 0.95%.
ClearBridge Small Cap Growth Fund Class A (SASMX - Free Report) aims for long-term capital growth. The fund invests most of its assets in securities of small-capitalization companies. The portfolio managers follow a growth-oriented approach while investing. SASMX has three-year annualized returns of 16%.
Aram E. Green is one of the fund managers of SASMX since 2007.
ClearBridge Large Cap Value Fund Class A2 aims for long-term capital appreciation. The fund invests the majority of its assets in equity securities, or other investments with similar economic characteristics, of companies that have large market capitalization. LIVVX has three-year annualized returns of 8.9%.
As of June 2019, LIVVX held 52 issues with 4.61% of its assets invested in JPMorgan Chase & Co.
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.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>