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Investor Alert

London Markets Open in:

ClearBridge All Cap Value Fund;A

NAS: SHFVX

GO
/zigman2/quotes/205141789/realtime

$

15.04

Change

-0.05 -0.33%

Dec 3, 2021

YTD return

19.27%

5 yr avg return

8.14%

Total net assets

1.52B

52 week low

52 week high

$12.19

$16.88

Yield

1.18%

Fees & Expenses

Front load

5.75%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.13%

12 b-1

0.25%

Turnover

28.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.18

Dividend freq.

Annually

Capital gain (2020)

0.37

Capital gain (YTD)

n/a

Risk Measures

Alpha

-1.13

Beta

1.17

Standard deviation

6.48

R. squared

0.86

Min. Investment

Standard (taxable)

1000

IRA

250

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/news/latest/company/us/shfvx

MarketWatch News on SHFVX

  1. It's Cherry-Picking Time at Legg Mason

    11:01 p.m. July 17, 2005

    - Barron's Online

  2. Rate-Cut Reaction

    11:01 p.m. June 22, 2003

    - Barron's Online

Lipper Leader

Total Return: 1 Consistent Return: 2 Preservation: 2 Tax Efficiency: 2 Expense: 2

YTD Lipper Ranking: Quintile 3 (55th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 19.27% 19.88% 22.50% 55% 3
1yr 24.03% 22.54% 25.60% 35% 2
3yr 8.44% 11.68% 19.70% 89% 5
5yr 8.14% 10.59% 17.80% 89% 5
10yr 10.04% 11.79% 16.1% 88% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$29,108

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Multi-Cap Value Funds

Fund family

ClearBridge

Fund status

Open

Fund inception

November 12, 1981

Manager

Peters/Grosman

Investment Policy

The Fund seeks to emphasize securities which, in its judgment, are undervalued and have above average growth potential and seeks long-term capital growth with current income secondary.

/news/nonmarketwatch/company/us/shfvx

Other News on SHFVX

  1. Manager Fears a Bond Bear Market

    10:09 a.m. June 20, 2003

    - The Wall Street Journal Interactive Edition

  2. Is It Time for Rational Exuberance?

    1:53 p.m. Nov. 6, 2002

    - The Wall Street Journal Interactive Edition

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