SBLGX Rating, Research - Legg Mason Clearbridge Large Cap Gr A

Legg Mason Clearbridge Large Cap Gr A (sblgx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

BUY

SWOT Statistics

Strengths + Opportunities = 136

Threats + Weaknesses = 83

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

Fund Management Team

Fund Description Update

Legg Mason Clearbridge Large Cap Gr A (SBLGX) Description: SBLGX is a mutual fund, which is an investment that owns a basket of assets. The SBLGX 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 short management tenure and is in the large fund size classification. SBLGXs minimum initial investment amount is $1000 while the IRA minimum is $250. SBLGXs expense ratio is roughly 1%. The latest SBLGXs front end load was 6% and the back end load was 0%. The Legg Mason Clearbridge Large Cap Gr A (SBLGX) mutual fund falls under the large-cap growth category. SBLGX focuses its investments in USA and SBLGX is not affiliated with a particular industry or fund sector. The Legg Mason Clearbridge Large Cap Gr A (SBLGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SBLGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SBLGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund invests primarily in equity securities (see equity research) of companies of any capitalization size. It generally holds a core position of between 35 and 50 common stocks (see stock research). The fund may invest without limit in foreign securities, including in emerging markets securities. It also may invest in foreign currency exchange contracts to convert foreign currencies to and from the U.S. dollar, and to hedge against changes in foreign currency exchange rates.


Management Analysis Update

The sblgx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Legg Mason Clearbridge Large Cap Gr A has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update