LCBVX – ClearBridge Large Cap Value R Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital as its primary investment objective; current income is a secondary objective. The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of companies with large market capitalizations.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LCLIX	ClearBridge Large Cap Value Fund Class 1	No Load	Open			Aug 16, 2013	$189.40M	0.520%	Below Average	$0	−$14.60M
SAIFX	ClearBridge Large Cap Value Fund Class I	Institutional	Open			May 29, 1958	$819.76M	0.490%	Below Average	$1M	−$160.19M
LMLSX	ClearBridge Large Cap Value Fund Class IS	Institutional	Open			Oct 16, 2013	$230.40M	0.440%	Low	$1M	−$41.06M
SINAX	ClearBridge Large Cap Value Fund Class A	Front Load	Open			Jan 3, 1995	$1.10B	0.790%	Low	$1,000	−$94.89M
SINOX	ClearBridge Large Cap Value Fund Class C	Level Load	Open			Jan 3, 1995	$10.14M	1.540%	Below Average	$1,000	−$2.49M
LCBVX	ClearBridge Large Cap Value Fund Class R	Retirement, Medium	Open			Dec 19, 2013	$2.96M	1.210%	Above Average	$0	−$184,430.01

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