SINAX : ClearBridge Large Cap Value Fund Class A

SINAX is a US Stocks Market Large Value with MODERATE fees.

SINAX

ClearBridge Large Cap Value Fund Class A

FI Score

54 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

54% FI Score
  • sinax
  • Mutual Fund
  • US Stocks
  • Large Value

ClearBridge Large Cap Value Fund Class A

Expenses: 0.87% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term growth of capital as its primary investment objective; current income is a secondary objective. The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of companies with large market capitalizations.

Largest Holdings

Amount Holding
4.47% JPMorgan Chase & Co
3.58% Charter Communications Inc A
3.54% Microsoft Corp
3.52% American Tower Corp
3.52% Comcast Corp Class A
3.07% Motorola Solutions Inc
2.87% Honeywell International Inc
2.73% Sempra Energy
2.68% Utd Tech
2.43% Bank of America Corp
2.43% Johnson & Johnson
2.39% Merck & Co Inc
2.35% The Home Depot Inc
2.34% American Express Co
2.33% United Parcel Service Inc Class B
2.23% Air Products & Chemicals Inc
2.22% Apple Inc
2.16% Deere & Co
2.02% Anthem Inc
1.87% DISH Network Corp Class A
1.81% U.S. Bancorp
1.78% Illinois Tool Works Inc
1.77% UnitedHealth Group Inc
1.76% Marsh & McLennan Companies Inc
1.72% TE Connectivity Ltd

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