ClearBridge Large Cap Value Fund Class C is an actively managed mutual fund focused on achieving long-term capital growth, supplemented by current income as a secondary goal. The fund primarily invests in common stocks of established, large-cap U.S. companies that are considered undervalued relative to their intrinsic worth, generally characterized by lower price ratios and higher dividend yields. This value-oriented investment strategy targets firms which may exhibit slower growth rates, but present attractive risk-reward profiles over time. The portfolio typically holds a diversified mix of about 55 holdings, offering exposure to multiple sectors within the U.S. equity market. Dividends are distributed quarterly, and any capital gains are paid out annually. The fund suits investors seeking broad participation in large, stable American corporations while aiming to capitalize on value opportunities. The management team employs rigorous research and analysis in stock selection, striving to balance capital preservation with appreciation for its investors in the competitive large-value category.
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