SFVBX Rating, Research - Legg Mason Clearbridge Fdmtl Alcp Val B

Legg Mason Clearbridge Fdmtl Alcp Val B (sfvbx)

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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

HOLD

SWOT Statistics

Strengths + Opportunities = 94

Threats + Weaknesses = 70

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

Fund Management Team

Fund Description Update

Legg Mason Clearbridge Fdmtl Alcp Val B (SFVBX) Description: SFVBX is a mutual fund, which is an investment that owns a basket of assets. The SFVBX 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 long management tenure and is in the average fund size classification. SFVBXs minimum initial investment amount is $1000 while the IRA minimum is $250. SFVBXs expense ratio is roughly 2%. The latest SFVBXs front end load was 0% and the back end load was 5%. The Legg Mason Clearbridge Fdmtl Alcp Val B (SFVBX) mutual fund falls under the large-cap mixed category. SFVBX focuses its investments in USA and SFVBX is not affiliated with a particular industry or fund sector. The Legg Mason Clearbridge Fdmtl Alcp Val B (SFVBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SFVBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SFVBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests in a combination of underlying portfolios representing a variety of asset classes and investment styles that are also managed by the advisor. It normally targets its portfolio blend with an equal weighting of growth and value style underlying portfolios (50% each). The fund, within each of the value and growth components, invests approximately 70% in underlying portfolios that invest in U.S. companies and the remaining 30% in underlying portfolios that invest in non-U.S. companies.


Management Analysis Update


Performance Analysis Update