GROAX Rating, Research - Legg Mason Clearbridge Dividend Strat A

Legg Mason Clearbridge Dividend Strat A (groax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 158

Threats + Weaknesses = 114

When strengths & opportunities substantially exceed threats & weaknesses an investment in the groax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Legg Mason Clearbridge Dividend Strat A (GROAX) Description: GROAX is a mutual fund, which is an investment that owns a basket of assets. The GROAX mutual fund was provided by Legg Mason and this investment vehicle derives the majority of its value from equity holdings (stocks). Legg Masons mutual fund has a medium management tenure and is in the average fund size classification. GROAXs minimum initial investment amount is $1000 while the IRA minimum is $250. GROAXs expense ratio is roughly 1%. The latest GROAXs front end load was 6% and the back end load was 0%. The Legg Mason Clearbridge Dividend Strat A (GROAX) mutual fund falls under the large-cap value category. GROAX focuses its investments in USA and GROAX is not affiliated with a particular industry or fund sector. The Legg Mason Clearbridge Dividend Strat A (GROAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find GROAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of GROAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests in large-capitalization U.S. companies whose stocks (see stock research) are considered be undervalued. Large-cap companies are considered to be those with market capitalizations like those found in the Russell 1000 index. It seeks to invest in stocks (see stock research) whose future prospects are misunderstood or not fully recognized by the market

Management Analysis Update

Legg Mason Clearbridge Dividend Strat A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update