Dow Down0.18% Nasdaq Up0.39%

ClearBridge All Cap Value A (SHFVX)

17.66 Down 0.01(0.06%) Sep 2

Profile as of Jul 30, 2014Get Profile for:
ClearBridge All Cap Value A
Legg Mason Partners Equity Trust55 Water Street, 32nd FloorNew York, NY 10041
Phone: 877-721-1926
Fund Overview 
Category:Large Blend
Fund Family:Legg Mason
Net Assets:1.95B
Year-to-Date Return:2.91%
Morningstar Rating:1 stars
Fund Inception Date:Nov 12, 1981
Morningstar Style Box 
Large Blend
[View Category Definition]
View Top Large Blend Funds
About the Morningstar Style Box
Management Information 
Peter J. Hable
Lead Manager since Nov 15, 1990
"Peter manages the Small Cap Value strategy products and co-manages the All Cap Value, Balanced Income and Opportunity strategies. He has 29 years of investment industry experience, all with ClearBridge or its predecessors. Peter earned a BS in Economics from Southern Methodist University and an MBA from the Wharton School at the University of Pennsylvania. "
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
SHFVX can be purchased from 113 brokerages.

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 net assets in equity securities of foreign issuers, either directly or through depositary receipts.

Fund Operations 
Last Dividend (Dec 11, 2013) : 0.13
Last Cap Gain : 0.00
Annual Holdings Turnover (Aug 28, 2014) : 23.00%
Average for Category:41.86%
Fees & Expenses 
ExpenseSHFVXCategory Avg
Annual Report Expense Ratio (net):1.34%1.08%
Prospectus Net Expense Ratio:1.34%N/A
Prospectus Gross Expense Ratio:1.34%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.75%5.27%
Max Deferred Sales Load: N/A2.19%
3 Yr Expense Projection*:975577
5 Yr Expense Projection*:1,266922
10 Yr Expense Projection*:2,0941,884
* Per $10,000 invested