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ClearBridge Large Cap Value I (SAIFX)

41.89 -0.09 (-0.21%)
At close: April 26 at 8:01 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
10,000
Min Initial Investment, AIP
10,000
Min Subsequent Investment
1,000,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Pershing FundCenter
  • JPMorgan
  • (Junk)CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Schwab Institutional Only
  • Raymond James
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • TD Ameritrade Institutional
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • LPL SWM
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (PPS/Advisory)
  • Avantax
  • Allowab (non-advisory)

Fund Summary

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, of companies with large market capitalizations.

Fund Overview

Category Large Value
Fund Family Franklin Templeton Investments
Net Assets 3.08B
YTD Return 7.08%
Yield 1.29%
Morningstar Rating
Inception Date Jan 03, 1995

Performance & Risk

YTD Return 3.52%
5y Average Return 10.52%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

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