SOPAX Rating, Research - Legg Mason Clearbridge Equity Inc Bldr A

Legg Mason Clearbridge Equity Inc Bldr A (sopax)

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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 = 160

Threats + Weaknesses = 89

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to maximize total return. The fund normally invests at least 80% of net assets in equity securities (see equity research), including convertible securities. It may invest up to 20% of assets in debt securities. The fund does not currently anticipate investing more than 15% of total assets in securities of issuers domiciled outside the United States. It does not presently intend to invest in any below investment grade bonds that are not convertible bonds. The fund may invest up to 25% of its net assets in foreign securities including emerging markets.

Management Analysis Update

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

Performance Analysis Update