SHFVX Rating, Research - Legg Mason Clearbridge Fdmtl Alcp Val A

Legg Mason Clearbridge Fdmtl Alcp Val A (shfvx)

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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 = 94

Threats + Weaknesses = 70

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth and current income is a secondary consideration. The fund invests primarily in common stocks (see stock research) and common stock equivalents, such as preferred stocks (see stock research) and securities convertible into common stocks (see stock research), of companies the portfolio managers believe are undervalued in the marketplace. It may invest up to 25% of assets in securities of foreign issuers.

Management Analysis Update

Legg Mason Clearbridge Fdmtl Alcp Val A's executives / managers make better investing decisions, because their assets are invested along side their client's. Legg Mason Clearbridge Fdmtl Alcp Val A's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update