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Legg Mason Partners Investment Trust - ClearBridge International Small Cap Fund (LCOIX)

24.43
-0.00
(-0.01%)
As of February 21 at 8:01:16 PM EST. Market Open.

Fund Summary

The fund seeks to achieve its investment objective primarily by investing the fund’s assets in a portfolio of commodity-linked investments (the “Commodity-Linked Portfolio”), which are backed by a portfolio of inflation-linked investments (the “Inflation-Linked Portfolio” and together with the Commodity-Linked Portfolio, the “Portfolios” and each, a “Portfolio”).

Legg Mason Partners Investment Trust - ClearBridge International Small Cap Fund

One Freedom Valley Drive
(800) 932-7781

Fund Overview

Category Commodities Broad Basket
Fund Family Legal & General Investment Management America Inc
Net Assets 124.87M
YTD Return 4.86%
Yield 4.20%
Morningstar Rating --
Inception Date Jun 20, 2023

Fund Operations

Last Dividend 1.06
Last Cap Gain -1.00
Holdings Turnover 52.00%
Average for Category --

Fees & Expenses

Expense LCOIX Category Average
Annual Report Expense Ratio (net) 0.15% 1.11%
Prospectus Net Expense Ratio 0.15% --
Prospectus Gross Expense Ratio 1.92% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.25%
Max Deferred Sales Load -- 1.23%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Revanta Pawar, Portfolio Manager, Multi-Asset, serves as portfolio manager for the Fund. Mr. Pawar has been employed by the Adviser since 2017. Prior to joining the Adviser, he served most recently as an Investment Analyst at Ascension Investment Management.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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