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Nasdaq - Delayed Quote USD

Legg Mason Partners Investment Trust - ClearBridge All Cap Value Fund (LSISX)

15.47
+0.23
+(1.51%)
At close: August 23 at 8:00:33 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 14.36%
5y Average Return 11.45%
Number of Years Up 3
Number of Years Down 3
Best 1Y Total Return (Aug 23, 2024) 26.56%
Worst 1Y Total Return (Aug 23, 2024) --
Best 3Y Total Return 26.56%
Worst 3Y Total Return 1.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LSISX
Category
YTD
13.69%
4.44%
1-Month
2.81%
-4.04%
3-Month
5.66%
4.09%
1-Year
17.37%
14.37%
3-Year
8.17%
6.04%
5-Year
9.94%
9.20%
10-Year
8.10%
8.57%
Last Bull Market
26.04%
22.97%
Last Bear Market
-13.39%
-11.27%

Annual Total Return (%) History

Year
LSISX
Category
2024
--
--
2023
14.40%
11.63%
2022
-7.39%
-5.90%
2021
26.56%
26.22%
2020
-0.69%
2.91%
2019
23.04%
25.04%
2018
-14.38%
-8.53%
2017
--
15.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.76% -1.05% -- --
2023 -1.21% 7.65% -1.28% 8.96%
2022 1.57% -13.39% -5.13% 10.97%
2021 14.58% 5.56% -1.47% 6.20%
2020 -31.90% 16.51% 4.25% 20.07%
2019 13.93% 1.96% -0.37% 6.31%
2018 -4.35% 2.58% 4.10% -16.18%
2017 5.60% -- -- --

Rank in Category (By Total Return)

YTD 23
1-Month 91
3-Month 86
1-Year 32
3-Year 43
5-Year 64

Load Adjusted Returns

1-Year 17.37%
3-Year 8.17%
5-Year 9.94%
10-Year 8.10%

Performance & Risk

YTD Return 14.36%
5y Average Return 11.45%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Franklin Templeton Investments
Net Assets 1.61B
YTD Return 13.69%
Yield 1.13%
Morningstar Rating
Inception Date Jan 30, 1996

Fund Summary

The fund invests primarily in common stocks and common stock equivalents, such as preferred stocks and securities convertible into common stocks, of companies the portfolio managers believe are undervalued in the marketplace. It may invest up to 25% of its net assets in equity securities of foreign issuers, either directly or through depositary receipts.

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