Clearbridge Value Trust Fund Quote

LMVTX Fund  USD 107.52  0.67  0.63%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Clearbridge Value is trading at 107.52 as of the 26th of November 2024; that is 0.63 percent increase since the beginning of the trading day. The fund's open price was 106.85. Clearbridge Value has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Clearbridge Value Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests primarily in equity securities that, in the portfolio managers opinion, offer the potential for capital growth. Clearbridge Value is traded on NASDAQ Exchange in the United States. More on Clearbridge Value Trust

Moving together with Clearbridge Mutual Fund

  0.8SAGCX Clearbridge AggressivePairCorr
  0.77LGASX Clearbridge Small CapPairCorr
  0.76SAPCX Clearbridge AppreciationPairCorr

Moving against Clearbridge Mutual Fund

  0.78WABRX Western Asset EPairCorr
  0.76WAPCX Western Asset EPairCorr
  0.67WACSX Western Asset EPairCorr
  0.67WABCX Western Asset EPairCorr
  0.66LGOCX Legg Mason BwPairCorr
  0.66WAFRX Western Asset InflationPairCorr

Clearbridge Mutual Fund Highlights

Fund ConcentrationLegg Mason Funds, Large Value Funds, Large Value, Legg Mason (View all Sectors)
Update Date30th of September 2024
Clearbridge Value Trust [LMVTX] is traded in USA and was established 26th of November 2024. Clearbridge Value is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Large Value category and is part of Legg Mason family. This fund now has accumulated 2.29 B in assets with no minimum investment requirementsClearbridge Value Trust is currently producing year-to-date (YTD) return of 19.49% with the current yeild of 0.0%, while the total return for the last 3 years was 9.58%.
Check Clearbridge Value Probability Of Bankruptcy

Instrument Allocation

Top Clearbridge Value Trust Mutual Fund Constituents

ORCLOracleStockInformation Technology
OMFOneMain HoldingsStockFinancials
CSCOCisco SystemsStockInformation Technology
SYFSynchrony FinancialStockFinancials
BACBank of AmericaStockFinancials
EXCExelonStockUtilities
ICEIntercontinental ExchangeStockFinancials
PXDPioneer Natural ResourcesStockEnergy
More Details

Clearbridge Value Trust Risk Profiles

Clearbridge Value Against Markets

Other Information on Investing in Clearbridge Mutual Fund

Clearbridge Value financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Value security.
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Commodity Directory
Find actively traded commodities issued by global exchanges
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like