SFVCX Rating, Research - Legg Mason Clearbridge Fdmtl Alcp Val C

Legg Mason Clearbridge Fdmtl Alcp Val C (sfvcx)

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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 = 80

Threats + Weaknesses = 62

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

Fund Management Team

Fund Description Update

Legg Mason Clearbridge Fdmtl Alcp Val C (SFVCX) Description: SFVCX is a mutual fund, which is an investment that owns a basket of assets. The SFVCX 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. SFVCXs minimum initial investment amount is $1000 while the IRA minimum is $250. SFVCXs expense ratio is roughly 2%. The latest SFVCXs front end load was 0% and the back end load was 1%. The Legg Mason Clearbridge Fdmtl Alcp Val C (SFVCX) mutual fund falls under the large-cap mixed category. SFVCX focuses its investments in USA and SFVCX is not affiliated with a particular industry or fund sector. The Legg Mason Clearbridge Fdmtl Alcp Val C (SFVCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SFVCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SFVCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return through capital appreciation and current income. The fund principally invests in common stock, focusing on large capitalization companies headquartered in the United States. It invests primarily in companies that pay dividends. To a lesser extent the fund may also invest in stocks (see stock research) experiencing accelerated earnings or revenue growth (??growth stocks (see stock research)?) in order to be represented in that portion of the stock market. It invests up to 20% of total value of the stock holding in stocks (see stock research) of companies headquartered outside the United States.

Management Analysis Update

Performance Analysis Update