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Mutual Fund Insights: Legg Mason ClearBridge Small Cap Val B Fund (SBVBX)

In-depth Analysis of Legg Mason ClearBridge Small Cap Val B Fund (SBVBX)

Mutual fund chart: Legg Mason ClearBridge Small Cap Val B Fund (SBVBX)

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See Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) performance details as of February 28, 2010

  

    Last Trade: $14.34 on 3/19/2010, Change: -0.08 (-0.55%)
Experiment our closing price forecasting tool for Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) (alpha release)

  

Fund ManagerFund Manager - Mark J. Bourguignon

Fund Manager Tenure: 1.1 years   [Similar Funds: SBVAX  SBVLX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Mark J. Bourguignon joined ClearBridge Advisors, LLC or its predecessor companies in 2003. From 2001 to 2002, Mark J. Bourguignon was a research analyst at Option Advantage Partners, LP.  Get more insights on Mark J. Bourguignon

  

What we like about Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) What we like about Legg Mason ClearBridge Small Cap Val B Fund (SBVBX)

Data for Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) as of February 28, 2010

  • Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) has good short-term performance (1-year return 70.32% vs 67.42 % Small Blend category average)
  • Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) has good mid-term performance (3-year return -7.25% vs -6.15 % Small Blend category average)
  • Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) ratio of up-years vs down years is greater than 2
  • Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) has an annual stock turnover rate of 40.00% vs Small Blend average of 97.63%. It is good that Legg Mason ClearBridge Small Cap Val B management does not trade extensively for its return.

  

What we are cautious about Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) What we are cautious about Legg Mason ClearBridge Small Cap Val B Fund (SBVBX)

Data for Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) as of February 28, 2010

  • Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) management has been with Legg Mason ClearBridge Small Cap Val B Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) has a less-than-ideal Long-term performance (5-year return -0.78% vs 0.83 % Small Blend category average)
  • Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) has a Morningstar rating of 3 and below
  • Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) does not have a good risk adjusted return as its 3-year Alpha of 1.48 is worse than category average of 1.67, and its 3-year Sharpe ratio is -0.21
  • Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) is more volatile than its peers as it has a 3-year Standard Deviation of 27.04 that is higher than category average of 25.44
  • Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) has a higher management fee of 2.11% than its Small Blend average of 1.53%
  • Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) carries a 5% load
See Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) performance details as of February 28, 2010

  

  

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Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) Net Asset

Track net asset change of Legg Mason ClearBridge Small Cap Val B fund (SBVBX)

DateNet Asset
02/2010$270.02M
01/2010$18.08M
11/2009$18.87M
More historic net asset information on Legg Mason ClearBridge Small Cap Val B Fund (SBVBX)

  

Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) Portfolio Allocation

Track portfolio allocation change of Legg Mason ClearBridge Small Cap Val B fund (SBVBX)

DateCashStockBondOther
09/20093.32%96.68%0%0%
06/20091.86%98.15%0%0%
03/20090.48%99.52%0%0%
Click here to see more historic asset allocation information on Legg Mason ClearBridge Small Cap Val B Fund (SBVBX)

  

Most Recent Top 10 Holdings in Legg Mason ClearBridge Small Cap Val B Fund (SBVBX)

Discover what Legg Mason ClearBridge Small Cap Val B Fund (SBVBX) manager is buying

30-Sep-09
COOPER TIRE RUBBER [1.61%]
ALLIED WLD ASSUR CO [1.61%]
LASALLE HOTEL PROP [1.59%]
Signature Bank [1.55%]
iShares Nasdaq Biotechnology [1.51%]
Lawson Software, Inc. [1.48%]
Wintrust Financial Corporation [1.47%]
Citrix Systems, Inc. [1.46%]
JONES LANG LASALLE [1.44%]
CALLAWAY GOLF CP [1.41%]

30-Jun-09
ALLIED WLD ASSUR CO [2%]
iShares Nasdaq Biotechnology [1.96%]
Citrix Systems, Inc. [1.7%]
Signature Bank [1.69%]
REHABCARE GROUP INC [1.63%]
Lawson Software, Inc. [1.6%]
Verigy Ltd. [1.52%]
LASALLE HOTEL PROP [1.46%]
PEROT SYSTEMS CP [1.41%]
PLANTRONICS INC [1.33%]

31-Mar-09
Allied World Assurance Company [2.52%]
iShares Nasdaq Biotechnology [2.38%]
CNA Surety Corp. [1.74%]
Perot Systems Corp. [1.71%]
Cato Corp. [1.71%]
Cullen/Frost Bankers, Inc. [1.7%]
Lawson Software, Inc. [1.65%]
Northwest Natural Gas Co. [1.64%]
Citrix Systems, Inc. [1.63%]
RehabCare Group Inc. [1.61%]
Click here for Stock Holding Change Map in Legg Mason ClearBridge Small Cap Val B Fund (SBVBX)

  

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Latest News on Legg Mason ClearBridge Small Cap Val B (SBVBX)

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