ClearBridge Equity Income B (SOPTX)
* As of 31-Jul-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.82%|
Performance & Risk
|5y Avg Return:||13.97%|
|Rank in Category (ytd):||66|
|% Rank in Category (ytd):||5.13%|
|Morningstar Risk Rating:||1|
The investment seeks to provide a high level of current income; long-term capital appreciation is its 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. It may invest up to 50% of its net assets in equity securities of foreign issuers, either directly or through depositary receipts. The fund may invest up to 20% of its net assets in fixed income securities. It may invest in fixed income securities of any quality, including lower-rated, high-yielding debt securities. View More