Legg Mason ClearBridge US Lrg Cap Gro A Dis A USD
Scope Mutual Fund Rating: (A)
Fund Universe:
Index:MSCI USA Standard Core (gross) Index (USD)
Fund Facts
Fund Manager
Bourbeau, Peter
Sec. Code A0MUYQ
ISIN IE00B19Z8W00
Launch Date 8/27/2008
Fiscal Year-End February 28
Accumulating No
Last Dividend -
Volume 1,468 Mil. EUR
Price (4/30/2020) 308.41 USD
Strategy
The portfolio consists primarily of blue chips. A bottom-up approach is used in the portfolio selection. The investment process is based on fundamental analysis.
Fees
Initial Charge 5.00 %
Return Fee 0.00 %
Management Fee 1.25 %
Total Expense Ratio 1.69 %
Scope Mutual Fund Rating
Weight A B C D E
Rating 100 % 89
Performance 70 % 96
Risk 30 % 74
Rating Classes
Class Points Interpretation
A 100 - 78 Very good
B 78 - 60 Good
C 60 - 41 Average
D 41 - 23 Below average
E 23 - 1 Poor
Performance Results as of 4/30/2020 in EUR
 1 Mon.3 Mon.6 Mon.Curr. Yr.1 Yr.3 Yr. (p.a.)5 Yr. (p.a.)10 Yr. (p.a.)2019201820172016
Peergroup Ø13.6 %-9.2 %-2.6 %-7.8 %0.3 %6.4 %6.8 %10.9 %31.0 %-2.9 %5.6 %12.3 %
Index14.0 %-7.8 %-0.4 %-6.1 %4.2 %9.3 %9.7 %14.0 %34.2 %0.0 %7.1 %15.3 %
Fund14.4 %-2.4 %5.6 %-0.1 %6.2 %12.5 %11.9 %15.0 %33.0 %3.3 %8.8 %9.8 %
Performance in EUR