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Founded in 1899, Legg Mason is one of the world’s largest asset managers with assets under management of nearly $758 billion as of Mar 31, 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 3,300 employees in 39 offices throughout the globe.
ClearBridge Dividend Strategy A (SOPAX - Free Report) invests a large portion of its assets in securities of companies that are expected to pay out dividend. SOPAX may invest a maximum of half of its assets in equity securities of foreign issuers, either directly or through depositary receipts. The fund seeks capital growth over the long term through dividend income appreciation. ClearBridge Dividend Strategy A has a three-year annualized return of 13.5%.
SOPAX has an expense ratio of 1.06% compared with the category average of 0.94%.
ClearBridge Small Cap A (LMSAX - Free Report) seeks growth of capital. LMSAX invests the lion's share of its assets in common stocks and other equity securities of small-cap companies and other investments, which are expected to have similar kind of economic characteristics. ClearBridge Small Cap A has three-year annualized returns of 14.7%.
Brian Lund is one of the fund managers of LMSAX since 2013.
ClearBridge Dividend Strategy 1 (LCBOX - Free Report) invests a large chunk of its assets in equity securities in order to derive high dividend income. LCBOX invests a notable portion of its assets in securities of companies that are expected to pay dividend. The fund seeks capital growth over the long run through dividend income appreciation. ClearBridge Dividend Strategy 1 has three-year annualized returns of 13.8%.
As of March 2019, LCBOX held 64 issues with 3.81% of its assets invested in Microsoft Corp.
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 three-year annualized returns of 9.6%.
Robert Feitler is one of the fund managers of SINAX since 2004.
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4 Legg Mason Mutual Funds for Striking Gains
Founded in 1899, Legg Mason is one of the world’s largest asset managers with assets under management of nearly $758 billion as of Mar 31, 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 3,300 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 Legg Mason funds, their Zacks Rank and past performance.
ClearBridge Dividend Strategy A (SOPAX - Free Report) invests a large portion of its assets in securities of companies that are expected to pay out dividend. SOPAX may invest a maximum of half of its assets in equity securities of foreign issuers, either directly or through depositary receipts. The fund seeks capital growth over the long term through dividend income appreciation. ClearBridge Dividend Strategy A has a three-year annualized return of 13.5%.
SOPAX has an expense ratio of 1.06% compared with the category average of 0.94%.
ClearBridge Small Cap A (LMSAX - Free Report) seeks growth of capital. LMSAX invests the lion's share of its assets in common stocks and other equity securities of small-cap companies and other investments, which are expected to have similar kind of economic characteristics. ClearBridge Small Cap A has three-year annualized returns of 14.7%.
Brian Lund is one of the fund managers of LMSAX since 2013.
ClearBridge Dividend Strategy 1 (LCBOX - Free Report) invests a large chunk of its assets in equity securities in order to derive high dividend income. LCBOX invests a notable portion of its assets in securities of companies that are expected to pay dividend. The fund seeks capital growth over the long run through dividend income appreciation. ClearBridge Dividend Strategy 1 has three-year annualized returns of 13.8%.
As of March 2019, LCBOX held 64 issues with 3.81% of its assets invested in Microsoft Corp.
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 three-year annualized returns of 9.6%.
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 Legg Mason mutual funds .
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