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Clearbridge Large Cap Value Fund Class A: (MF: SINAX)
(NASDAQ Mutual Funds) As of Jun 5, 2024 08:00 PM ET
$42.27 USD
+0.16 (0.38%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in December 1988 and is managed by Salomon Brothers Asset Management. The fund seeks long-term growth of capital. Current income is the secondary objective. The fund invests in common stocks of established U.S. companies. The fund may also invest in other equity securities and may invest in debt securities. The fund offers dividends quarterly. Capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| ClearBridge Large Cap Value A | SINAX | 5.50 | NA | 0.00 | 0.25 | 0.48 | 0.79 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Legg Mason ClrBrdg Lrg Cap Value I | SAIFX | 42.29 | 5/29/1958 | 0.33 | 15.35 | 6.32 | 10.07 |
| Legg Mason ClrBrdg Lrg Cap Value A | SINAX | 42.27 | 1/31/1995 | 0.27 | 15.07 | 6.11 | 9.81 |
| Legg Mason ClrBrdg Lrg Cap Value C | SINOX | 40.78 | 1/5/1995 | 0.18 | 14.20 | 5.25 | 8.96 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| ClearBridge Large Cap Value A | SINAX | 1000 | 50 | 250 | Q |
Contact Information
| Family | Franklin |
| Address | One Franklin Parkway San Mateo, CA 94403 |
| Phone | 800 342-5236 |