Nasdaq - Delayed Quote USD
Legg Mason Partners Investment Trust - Franklin Global Dividend Fund (LDIFX)
14.26
+0.00
+(0.03%)
At close: April 16 at 8:00:32 PM EDT
Fund Summary
The fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, if any, in equity and equity-related securities that provide investment income, dividend payments or other distributions or in other investments with similar economic characteristics. It normally invests in at least three countries, which may include the United States. The fund can invest without limitation in foreign securities in any country, including countries with developed or emerging markets.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.05% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 4.80% |
| 5y Average Return | 7.08% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.68 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LDIFX | Category Average | LDIFX | Category Average | LDIFX | Category Average | |
| Alpha | 0.91 | -0.05 | -1.18 | -0.04 | 0.91 | -0.01 |
| BETA | 0.68 | 0.01 | 0.73 | 0.01 | 0.7 | 0.01 |
| Mean Annual Return | 0.61 | 0.01 | 0.67 | 0.01 | 0.66 | 0.01 |
| R-squared | 80.75 | 0.9 | 86.54 | 0.88 | 83.73 | 0.87 |
| Standard Deviation | 12.44 | 0.2 | 13.83 | 0.16 | 11.25 | 0.15 |
| Sharpe Ratio | 0.35 | 0 | 0.43 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | 5.64 | 0.08 | 7.2 | 0.09 | 8.69 | 0.08 |
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