LGVAX : ClearBridge Value Trust Class A

LGVAX is a US Stocks Market Large Blend with HIGH fees.

LGVAX

ClearBridge Value Trust Class A

FI Score

45 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

10 /10

Market Size

6 /10

45% FI Score
  • lgvax
  • Mutual Fund
  • US Stocks
  • Large Blend

ClearBridge Value Trust Class A

Expenses: 1.05% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in equity securities that, in the portfolio managers' opinion, offer the potential for capital growth. It generally invests in companies with market capitalizations greater than $5 billion, but may invest in companies of any size.

Largest Holdings

Amount Holding
7.53% Microsoft Corp
7.40% Alphabet Inc Class C
3.93% Alexion Pharmaceuticals Inc
3.88% Amazon.com Inc
3.09% American International Group Inc
3.08% Oracle Corp
2.97% Wells Fargo & Co
2.88% Bristol-Myers Squibb Company
2.85% AbbVie Inc
2.65% Facebook Inc A
2.64% Exelon Corp
2.60% CVS Health Corp
2.57% Intercontinental Exchange Inc
2.35% Citigroup Inc
2.28% DXC Technology Co
2.11% Equitable Holdings Inc
2.09% Arista Networks Inc
1.98% Newmont Corp
1.92% Qorvo Inc
1.87% Conagra Brands Inc
1.83% Energy Transfer LP
1.75% Wheaton Precious Metals Corp
1.66% Kinder Morgan Inc Class P
1.55% Alibaba Group Holding Ltd ADR
1.54% Synchrony Financial

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