LMVTX (LM CM Value Trust;C)
Net Asset Value: 38.92 1-Day Return: 0.15 (0.39%) YTD Return as of 5/23/12:Up 4.32%

Classification: Large-Cap Core   Objective: Growth   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

NAV Chart | Growth of $10,000
Fund Chart
Find a Broker »

Total Returns (As of 5/23/2012)

More
 YTD1Yr3Yr5Yr10Yr
Fund 4.32 -2.41 11.99 -10.14 -0.46
Classification 4.84 -0.59 14.03 -1.44 3.28
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)64748210099

Fund Stats

More
Investment Objective:Growth
Net Assets ($Mil)1,922.40
Inception Date:4/16/82
Manager Name, TenureGay/Peters, 2006 / 2010
Expense Ratio: 1.77%
Sales Charge:
Load Type:
  
Level Load
0.00%
0.95%

Top 10 Holdings (As of 3/31/12)

More
Company NameSymbol% Net Assets
Apple Inc Ord AAPL 5.68
Metlife Inc Ord MET 3.02
Ebay Inc Ord EBAY 2.91
Jpmorgan Chase & Co Ord JPM 2.90
General Electric Co Ord GE 2.85
Philip Morris International Inc Ord PM 2.80
Pfizer Inc Ord PFE 2.68
Chevron Corp Ord CVX 2.54
Lowe's Companies Inc Ord LOW 2.48
Ford Motor Co Ord F 2.47
% of Total Holdings 30.33

Stories & Blogs: Around the Web

5/20/2012  When to let headlines lead your investments (MarketWatch.com)

View Overview for:

tools

Stock Screener

Portfolio Tracker

See More Tools
From the Magazine
Read More Read More Read More Read More

Also