SHFVX : ClearBridge All Cap Value Fund Class A

SHFVX is a US Stocks Market Large Value with HIGH fees.

SHFVX

ClearBridge All Cap Value Fund Class A

FI Score

43 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

43% FI Score
  • shfvx
  • Mutual Fund
  • US Stocks
  • Large Value

ClearBridge All Cap Value Fund Class A

Expenses: 1.13% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks long-term capital growth and current income is a secondary consideration. The fund invests primarily in common stocks and common stock equivalents, such as preferred stocks and securities convertible into common stocks, of companies the portfolio managers believe are undervalued in the marketplace. It may invest up to 25% of its net assets in equity securities of foreign issuers, either directly or through depositary receipts.

Largest Holdings

Amount Holding
5.58% Johnson & Johnson
4.19% Verizon Communications Inc
3.37% Unilever PLC
3.29% Kinder Morgan Inc Class P
3.24% Exelon Corp
3.04% Synchrony Financial
2.99% Citigroup Inc
2.92% Wells Fargo & Co
2.64% Bristol-Myers Squibb Company
2.55% Merck & Co Inc
2.41% American Homes 4 Rent Class A
2.19% The AES Corp
2.15% Honeywell International Inc
1.96% KeyCorp
1.96% U.S. Bancorp
1.93% Reynolds Consumer Products Inc Ordinary Shares
1.90% OneMain Holdings Inc
1.87% Alexion Pharmaceuticals Inc
1.84% American International Group Inc
1.83% Oracle Corp
1.80% AutoZone Inc
1.79% Suncor Energy Inc
1.79% Johnson Controls International PLC
1.76% Sprouts Farmers Market Inc
1.73% Voya Financial Inc

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