| 50.85 Net Asset Value | +0.85% 1 Day | +18.06% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | 5.75 Sales Expenses | 1.04% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | -0.90% | 3 years | +13.57% | |
| 3 months | +5.72% | 5 years | -- | |
| 1 year | +30.05% | Since inception | +19.81% |
| LGVAX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +4.80% |
| Expense ratio | 1.04% | 1.18% |
| Risk 5 year sharpe ratio | 0.18 | 0.30 |
| Net assets | $2.4B | $2.7B |
| Average market cap | $50.6B | $59.2B |
| Average P/E | 15.0 | 16.2 |
| Portfolio turnover | 40% | 40% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Legg Mason |
| Fund manager & tenure | Sam Peters / 2 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 28.60% |
| Hardware | 13.15% |
| Healthcare | 12.02% |
| Consumer service | 11.90% |
| Telecommunication | 7.60% |
| JPM JPMorgan Chase & Co | 3.72% |
| AAPL Apple Inc | 3.47% |
| F Ford Motor Co | 3.44% |
| CVX Chevron Corp | 3.11% |
| MCD McDonald's Corporation | 3.04% |
| C Citigroup Inc | 2.89% |
| UTX United Technologies Corp | 2.85% |
| MET MetLife Inc | 2.82% |
| PFE Pfizer Inc | 2.64% |
| CELG Celgene Corporation | 2.52% |
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