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ClearBridge All Cap Value B (SFVBX) Fund Ranking and Research

Ranking, Research and Recommendation of ClearBridge All Cap Value B (SFVBX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of ClearBridge All Cap Value B Fund (SFVBX) ManagerFund Manager - Albert Grosman

Fund Manager Information

Fund Manager Tenure: 5.0 years
Similar Funds: SFVCX  SFVYX 
Fund Family: Legg Mason
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

 

Graph of ClearBridge All Cap Value B Fund (SFVBX) ProfileClearBridge All Cap Value B Fund (SFVBX) Profile

Fund Profile and Description

ClearBridge All Cap Value B Fund seeks long-term capital growth and current income is a secondary consideration. ClearBridge All Cap Value B Fund invests primarily in common stocks and common stock equivalents, such as preferred stocks and securities convertible into common stocks, of companies the portfolio managers believe are undervalued in the marketplace. It may invest up to 25% of assets in securities of foreign issuers.

 

ClearBridge All Cap Value B (SFVBX) Fund Strength What we like about ClearBridge All Cap Value B (SFVBX) Fund

Data for ClearBridge All Cap Value B Fund (SFVBX) as of May 30, 2016

  • ClearBridge All Cap Value B Fund (SFVBX) management has been with ClearBridge All Cap Value B Fund for 5.0 years
  • ClearBridge All Cap Value B Fund (SFVBX) ratio of up-years vs down years is greater than 2
  • Asset base in ClearBridge All Cap Value B Fund (SFVBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • ClearBridge All Cap Value B Fund (SFVBX) has an annual stock turnover rate of 21.00% vs Large Value average of 44.24%. It is good that ClearBridge All Cap Value B management does not trade extensively for its return.

ClearBridge All Cap Value B Fund (SFVBX) Weakness What we are cautious about ClearBridge All Cap Value B (SFVBX) Fund

Data for ClearBridge All Cap Value B Fund (SFVBX) as of May 30, 2016

  • ClearBridge All Cap Value B Fund (SFVBX) has a less-than-ideal short-term performance (1-year return -5.68% vs -2.36% Large Value category median performance)
  • ClearBridge All Cap Value B Fund (SFVBX) has a less-than-ideal mid-term performance (3-year return 4.55% vs 7.81% Large Value category median performance)
  • ClearBridge All Cap Value B Fund (SFVBX) has a less-than-ideal Long-term performance (5-year return 5.71% vs 9.15% Large Value category median performance)
  • ClearBridge All Cap Value B Fund (SFVBX) has a Morningstar rating of 3 and below
  • ClearBridge All Cap Value B Fund (SFVBX) does not have a good risk adjusted return as its 3-year Alpha of -7.26 is worse than category average of -2.66, and its 3-year Sharpe ratio is 0.4
  • ClearBridge All Cap Value B Fund (SFVBX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.24 that is higher than category average of 11.7
  • ClearBridge All Cap Value B Fund (SFVBX) has a higher expense ratio of 2.43% than its Large Value average of 1.10%
  • ClearBridge All Cap Value B Fund (SFVBX) carries a 5% load
See ClearBridge All Cap Value B Fund (SFVBX) performance details as of May 30, 2016

 

What do you think?

 

Compare ClearBridge All Cap Value B Fund (SFVBX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
ClearBridge All Cap Value B2.69-5.684.555.71
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare ClearBridge All Cap Value B Fund (SFVBX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of ClearBridge All Cap Value B Fund (SFVBX) Net Asset TrackingClearBridge All Cap Value B (SFVBX) Fund Net Asset

Track net asset change of ClearBridge All Cap Value B fund (SFVBX)

DateNet Asset
05/2016$1.66B
03/2016$1.61B
02/2016$1.49B
More historic net asset information on ClearBridge All Cap Value B Fund (SFVBX)

  

Graph of ClearBridge All Cap Value B Fund (SFVBX) Portfolio TrackingClearBridge All Cap Value B (SFVBX) Fund Portfolio Allocation

Track portfolio allocation change of ClearBridge All Cap Value B fund (SFVBX)

DateCashStockBondOther
03/20160.71%99.29%0%0%
12/20150.76%99.24%0%0%
09/20150.09%99.91%0%0%
Click here to see more historic asset allocation information on ClearBridge All Cap Value B Fund (SFVBX)

 

graph of ClearBridge All Cap Value B Fund (SFVBX) Top 10 Position TrackingTop 10 Holdings in ClearBridge All Cap Value B (SFVBX) Fund

Discover what ClearBridge All Cap Value B Fund (SFVBX) manager is buying

Mar 30, 2016
Microsoft Corporation [3.46%]
Merck & Company, Inc. Common St [3.27%]
Citigroup, Inc. Common Stock [3.25%]
Johnson & Johnson Common Stock [3.22%]
JP Morgan Chase & Co. Common St [2.97%]
Unilever PLC [2.61%]
Honeywell International Inc. Co [2.51%]
Oracle Corporation Common Stock [2.38%]
Raytheon Company Common Stock [2.32%]
Cisco Systems, Inc. [2.2%]

Dec 30, 2015
JP Morgan Chase & Co. Common St [3.93%]
Citigroup, Inc. Common Stock [3.82%]
Microsoft Corporation [3.3%]
Johnson & Johnson Common Stock [3.26%]
Boeing Company (The) Common Sto [3.25%]
Merck & Company, Inc. Common St [3.1%]
Allied World Assurance Company [2.59%]
Novartis AG Common Stock [2.56%]
Axis Capital Holdings Limited C [2.49%]
Home Depot, Inc. (The) Common S [2.36%]

Sep 29, 2015
Citigroup, Inc. Common Stock [3.79%]
JP Morgan Chase & Co. Common St [3.76%]
Novartis AG Common Stock [3.51%]
Home Depot, Inc. (The) Common S [3.26%]
Johnson & Johnson Common Stock [3.07%]
Boeing Company (The) Common Sto [3.04%]
Merck & Company, Inc. Common St [3%]
Allied World Assurance Company [2.75%]
Microsoft Corporation [2.73%]
Goldman Sachs Group, Inc. (The) [2.61%]
Click here for Stock Holding Change Map in ClearBridge All Cap Value B Fund (SFVBX)

  

Latest News on ClearBridge All Cap Value B (SFVBX) Fund

See what is happening with ClearBridge All Cap Value B Fund (SFVBX)

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ClearBridge All Cap Value B Fund (SFVBX) Related ResourcesSee more information on ClearBridge All Cap Value B (SFVBX) Fund

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