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Clearbridge Value Fund Class A (LGVAX)

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109.49 -0.32 -0.29%

00:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Legg Mason

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.53B

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Clearbridge Value Fund Class A Overview

On this page you'll find an in-depth profile of Clearbridge Value Fund Class A. Learn about the key management, total assets, investment strategy and contact information of LGVAX among other information.

Investment Strategy

The investment seeks long-term growth of capital. 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.

Contact Information

Address One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States

Phone +1 650 3122000

Web www.franklintempleton.com

Top Executives

Name	Title	Since	Until
Reed Cassady, CFA	Portfolio Manager	2023	Now
Biography	Reed co-manages the ClearBridge All Cap Value Strategy. He joined a predecessor firm in 2007 and has 14 years of investment industry experience. Prior to his appointment to the Portfolio Management team for the All Cap Value strategy, Reed served as a Senior Portfolio Analyst supporting several related ClearBridge strategies. Reed earned a BA in Music Composition from the College of William & Mary and an MBA from the Mason School of Business at the College of William & Mary. He received the CFA designation in 2010. See more at: https://www.clearbridge.com/content/clearbridge/en-us/about/team/portfolio-management/cassady-reed.html#sthash.SbYJ1TWC.dpuf
Jean Yu	Portfolio Manager	2013	Now
Biography	Jean Yu is a Managing Director, Portfolio Manager at ClearBridge Investments. Jean co-manages the Value Equity Strategy. She has 20 years of investment industry experience. Jean joined a predecessor organization in 2002 as a Research Analyst responsible for research in the health care sector as well as transportation logistical companies, industrial gas, and Chinese internet stocks. Previously, she worked as a Senior Business Analyst, managing consulting projects for Fortune 50 clients in the pharmaceutical industry at ISO Health Care Group. She received an MD from Beijing Medical University, an MBA from Duke University in Health Sector Management and Finance and a PhD in Molecular Biology from Columbia University. Jean received the CFA designation in 2006.
Sam Peters	Managing Director, Portfolio Manager	2010	Now
Biography	• Member of the CFA Institute • Industry since 1993 • Firm since 2005 • University of Chicago — MBA • College of William & Mary — BA in Economics • Fidelity Management & Research - Portfolio Manager, Health Care Sector Team Leader • Samuel M. Peters Investment Advisors - Founder • Eppler, Guerin & Turner - Financial Consultant - See more at: https://www.clearbridge.com/about/team/portfolio-management/peters-sam.html?team=portfolio_management#sthash.9Ysk0KIZ.dpuf
Mary Chris Gay	Senior Vice President	2006	2013
Biography	Gay is Senior Vice President and Portfolio Manager at Legg Mason Capital Management. She joined Legg Mason in 1989 as an Analyst. She is a member of the Finance Advisory Board at Loyola College and also serves as an advisor to the Sellinger Applied Portfolio Fund at Loyola College in Maryland. She serves on the Academy of the Holy Cross Endowed Scholarship Board and is a member of the United Way's Women's Leadership Council. Ms. Gay earned her B.A. in Finance from Towson University and her M.S. in Finance from Loyola College in Maryland.
Bill Miller	Co-Portfolio Manager	1982	2012
Biography	Bill Miller, CFA is the founder of Miller Value Partners, and currently serves as the Chairman and Chief Investment Officer, and co-Portfolio Manager for the Opportunity Equity strategy. Prior to Miller Value Partners, Bill and his partner, Ernie Kiehne, founded Legg Mason Capital Management and served as portfolio managers of the Legg Mason Capital Management Value Trust from its inception in 1982. Bill took over as sole manager in December 1990 and served in this role for the next 20 years. Bill was the director of research for Legg Mason from October 1981 through June 1985 and assumed ov
Sam Peters	Managing Director, Portfolio Manager	2005	2006
Biography	• Member of the CFA Institute • Industry since 1993 • Firm since 2005 • University of Chicago — MBA • College of William & Mary — BA in Economics • Fidelity Management & Research - Portfolio Manager, Health Care Sector Team Leader • Samuel M. Peters Investment Advisors - Founder • Eppler, Guerin & Turner - Financial Consultant - See more at: https://www.clearbridge.com/about/team/portfolio-management/peters-sam.html?team=portfolio_management#sthash.9Ysk0KIZ.dpuf
Ernest C. Kiehne	-	1982	1990

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LGVAX Comments

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Lawrence Bartkowiak May 16, 2024 1:16AM ET

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Made a mistake when buying this fund , not a big mover , if owning this have it in a retirement account , very high turnover of stocks creating huge capitak gains !

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Lawrence Bartkowiak Sep 01, 2020 6:35PM ET

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This fund is a joke / negative returns for quite a while / very very high expense ratio / what in God’s name are these nanagers doung ? Nothing and I mean nothing .... they definitely will have to gain a different objective for this fund ..70% of my money is in the S&P index with Vanguard and ir is less then 1/10th of the expense of this find and it is beating it’s 5 year average by 5 fold ... this mutual fund company is run by a different mutual fund company , try getting out , it will be a nightmare getting your cost basis since fund has chang hands many times , you better have your statements ... what a joke !!!

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Lawrence Bartkowiak Sep 01, 2020 6:35PM ET

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Di not put any money in this fund ... something not right ? Negative returns , in lower 10% of all funds. Very high expenses .... big loser !!!

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ClearBridge Value.	109.49	-0.32	-0.29%