SBVAX : ClearBridge Small Cap Value Fund Class A

SBVAX is a US Stocks Market Small Value with HIGH fees.

SBVAX

ClearBridge Small Cap Value Fund Class A

FI Score

29 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

29% FI Score
  • sbvax
  • Mutual Fund
  • US Stocks
  • Small Value

ClearBridge Small Cap Value Fund Class A

Expenses: 1.35% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in common stocks and other equity securities of small capitalization U.S. companies or in other investments with similar economic characteristics. It may invest up to 20% of its net assets in shares of companies with larger market capitalizations.

Largest Holdings

Amount Holding
2.60% Sprouts Farmers Market Inc
2.22% Gray Television Inc
2.19% Silgan Holdings Inc
2.18% Black Hills Corp
2.12% K12 Inc
2.02% Lexington Realty Trust
1.82% Wintrust Financial Corp
1.80% Idacorp Inc
1.80% Marten Transport Ltd
1.69% Washington Federal Inc
1.67% International Seaways Inc
1.63% Acadia Healthcare Co Inc
1.59% Physicians Realty Trust
1.54% First Interstate BancSystem Inc
1.54% Bank OZK
1.54% Wesbanco Inc
1.53% PNM Resources Inc
1.52% Stag Industrial Inc
1.52% Heartland Financial USA Inc
1.51% GATX Corp
1.51% First Financial Bancorp
1.50% CommVault Systems Inc
1.48% Sanderson Farms Inc
1.47% NextEra Energy Partners LP
1.46% Western Alliance Bancorp

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