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Legg Mason Partners Investment Trust - ClearBridge All Cap Value Fund (SHFVX)

14.09
+0.21
+(1.51%)
At close: August 23 at 6:46:33 PM EDT
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  • Previous Close 13.88
  • YTD Return 13.43%
  • Expense Ratio 1.15%
  • Category Large Value
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.61B
  • Beta (5Y Monthly) 0.86
  • Yield 0.89%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.10
  • Inception Date Jan 30, 1996

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

Franklin Templeton Investments

Fund Family

Large Value

Fund Category

1.61B

Net Assets

1996-01-30

Inception Date

More about Legg Mason Partners Investment Trust - ClearBridge All Cap Value Fund

Performance Overview: SHFVX

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Trailing returns as of 8/23/2024. Category is Large Value.

YTD Return

SHFVX
13.43%
Category
4.44%
 

1-Year Return

SHFVX
16.80%
Category
14.37%
 

3-Year Return

SHFVX
7.72%
Category
6.04%
 

5-Year Return

SHFVX
9.46%
Category
9.20%
 

Holdings: SHFVX

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Sector Weightings

SectorSHFVX
Financial Services   18.34%
Technology   18.07%
Energy   11.42%
Healthcare   10.71%
Utilities   9.26%
Basic Materials   8.33%
Industrials   6.48%
Consumer Cyclical   5.89%
Consumer Defensive   4.80%
Communication Services   3.94%
Real Estate   2.75%
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Recent News: SHFVX

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Research Reports: SHFVX

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