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    ClearBridge All Cap Value A (SHFVX)

    16.36 Down 0.20(1.21%) May 26
    Prev Close:16.36
    YTD Return*:1.43%
    Net Assets*:1.92B
    Yield*:2.50%

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for SHFVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    C3.350.13
    DIS3.2817.88
    NVS3.2014.69
    JPM3.174.70
    MRK2.977.57

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.92B
    Category:Large Blend
    Annual Report Expense Ratio (net):1.29%

    Performance & Risk

    YTD Return:1.43%
    5y Avg Return:10.27%
    Rank in Category (ytd):65
    % Rank in Category (ytd):3.98%
    Beta (3y):1.09
    Morningstar Risk Rating:4

    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. View More
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