Nasdaq - Delayed Quote USD

ClearBridge Value I (LMNVX)

142.20 +1.84 (+1.31%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 140.36
  • YTD Return 16.30%
  • Expense Ratio 0.80%
  • Category Large Value
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 3.97B
  • Beta (5Y Monthly) 0.91
  • Yield 1.10%
  • 5y Average Return --
  • Holdings Turnover 60.00%
  • Last Dividend 1.60
  • Inception Date Dec 1, 1994

The fund invests primarily in equity securities that, in the portfolio managers' opinion, offer the potential for capital growth. It generally invests in companies with market capitalizations greater than $5 billion, but may invest in companies of any size.

Franklin Templeton Investments

Fund Family

Large Value

Fund Category

3.97B

Net Assets

1994-12-01

Inception Date

Performance Overview: LMNVX

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Trailing returns as of 11/21/2024. Category is Large Value.

YTD Return

LMNVX
16.30%
Category
4.44%
?

1-Year Return

LMNVX
33.10%
Category
14.37%
?

3-Year Return

LMNVX
9.74%
Category
6.04%
?

5-Year Return

LMNVX
14.83%
Category
9.20%
?

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Holdings: LMNVX

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Top 10 Holdings (22.70% of Total Assets)

SymbolCompany% Assets
JNJ
Johnson & Johnson 2.93%
BAC
Bank of America Corporation 2.74%
VST
Vistra Corp. 2.50%
FI
Fiserv, Inc. 2.37%
UNH
UnitedHealth Group Incorporated 2.21%
META
Meta Platforms, Inc. 2.09%
ABBV
AbbVie Inc. 2.09%
GILD
Gilead Sciences, Inc. 2.06%
AIG
American International Group, Inc. 1.89%
MU
Micron Technology, Inc. 1.83%

Sector Weightings

Recent News: LMNVX

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Research Reports: LMNVX

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