SFVYX Rating, Research - Legg Mason Clearbridge Fdmtl Alcp Val I

Legg Mason Clearbridge Fdmtl Alcp Val I (sfvyx)

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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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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 sfvyx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Legg Mason Clearbridge Fdmtl Alcp Val I (SFVYX) Description: SFVYX is a mutual fund, which is an investment that owns a basket of assets. The SFVYX 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 small fund size classification. SFVYXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. SFVYXs expense ratio is roughly 1%. The latest SFVYXs front end load was 0% and the back end load was 0%. The Legg Mason Clearbridge Fdmtl Alcp Val I (SFVYX) mutual fund falls under the large-cap mixed category. SFVYX focuses its investments in USA and SFVYX is not affiliated with a particular industry or fund sector. The Legg Mason Clearbridge Fdmtl Alcp Val I (SFVYX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SFVYXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SFVYXs 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 at least 80% of net assets in equity investments in ??Technology Tollkeeper? companies. It invests in equity investments of companies that are well positioned to benefit from the proliferation of technology. The fund may invest up to 25% of total assets in foreign securities, including securities of issuers in emerging markets or countries and securities quoted in foreign currencies.


Management Analysis Update


Performance Analysis Update