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    ClearBridge All Cap Value A (SHFVX)

    16.03 Down 0.06(0.37%) Mar 26

    Profile as of Feb 27, 2015Get 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:1.96B
    Year-to-Date Return:1.87%
    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 Hable Managing Director, Portfolio Manager •31 years of investment industry experience, all with the firm •Joined a predecessor firm in 1983 • Member of the ClearBridge Investments Management Committee •MBA from the Wharton School at the University of Pennsylvania •BS in Economics from Southern Methodist University
    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 114 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 10, 2014) : 0.44
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Mar 24, 2015) : 12.00%
    Average for Category:49.43%
    Fees & Expenses 
    ExpenseSHFVXCategory Avg
    Annual Report Expense Ratio (net):1.29%1.08%
    Prospectus Net Expense Ratio:1.29%N/A
    Prospectus Gross Expense Ratio:1.29%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.75%5.28%
    Max Deferred Sales Load: N/A2.15%
    3 Yr Expense Projection*:960519
    5 Yr Expense Projection*:1,241816
    10 Yr Expense Projection*:2,0421,648
    * Per $10,000 invested