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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.56% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LSISX | Category Average | LSISX | Category Average | LSISX | Category Average | |
| Alpha | -0.34 | -0.01 | -3.94 | -0.03 | -4.67 | -0.03 |
| BETA | 0.86 | 0.01 | 0.99 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 0.78 | 0.01 | 0.97 | 0.01 | 0.78 | 0.01 |
| R-squared | 74.94 | 0.78 | 77.73 | 0.83 | 81.67 | 0.84 |
| Standard Deviation | 17.7 | 0.17 | 20.28 | 0.19 | 17.56 | 0.16 |
| Sharpe Ratio | 0.33 | 0 | 0.46 | 0 | 0.44 | 0.01 |
| Treynor Ratio | 5.33 | 0.04 | 7.64 | 0.07 | 6.2 | 0.08 |
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