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    ClearBridge Value C (LMVTX)

    66.31 Down 0.01(0.02%) Jul 2

    Profile as of May 30, 2015Get Profile for:
    ClearBridge Value C
    Legg Mason Global Asset Management Trust100 INTERNATIONAL DRIVEBALTIMORE MD 21202
    Map
    Phone: 877-721-1926
    Fund Overview 
    Category:Large Blend
    Fund Family:Legg Mason
    Net Assets:2.72B
    Year-to-Date Return:2.87%
    Yield:0.00%
    Morningstar Rating:2 stars
    Fund Inception Date:Apr 16, 1982
    Morningstar Style Box 
    Large Blend
    [View Category Definition]
    View Top Large Blend Funds
    About the Morningstar Style Box
    Management Information 
    Sam Peters
    Lead Manager since Nov 1, 2010
    Sam Peters, CFA Managing Director, Portfolio Manager Experience: 22 years of investment industry experience Joined ClearBridge, LLC (f/k/a Legg Mason Capital Management, LLC) in 2005 Member of the CFA Institute Fidelity Management & Research - Portfolio Manager, Health Care Sector Team Leader Samuel M. Peters Investment Advisors - Founder Eppler, Guerin & Turner - Financial Consultant MBA from the University of Chicago BA in Economics from the College of William & Mary
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:250
    Min Initial Investment, AIP:50
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    LMVTX can be purchased from 65 brokerages.

    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. The fund may invest in foreign securities, including securities of emerging market issuers.

    Fund Operations 
    Last Dividend (Dec 25, 2013) : 0.15
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 30, 2014) : 37.00%
    Average for Category:43.65%
    Fees & Expenses 
    ExpenseLMVTXCategory Avg
    Annual Report Expense Ratio (net):1.76%1.04%
    Prospectus Net Expense Ratio:1.77%N/A
    Prospectus Gross Expense Ratio:1.77%N/A
    Max 12b1 Fee:0.95%N/A
    Max Front End Sales Load:N/A5.26%
    Max Deferred Sales Load: 0.95%2.12%
    3 Yr Expense Projection*:558498
    5 Yr Expense Projection*:960783
    10 Yr Expense Projection*:2,0851,582
    * Per $10,000 invested