SHFVX (LM CBA Fdm AC Val;A)
Net Asset Value: 12.90 1-Day Return: 0.01 (0.08%) YTD Return as of 5/23/12:Up 1.90%

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.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 1.90 -6.98 12.18 -3.53 1.99
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)9496808886

Fund Stats

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Investment Objective:Growth
Net Assets ($Mil)1,381.70
Inception Date:11/12/81
Manager Name, TenureGoode/Hable, 1990 / 1990
Expense Ratio: 1.34%
Sales Charge:
Load Type:
  
Front-End Load
5.75%
0.00%

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

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Company NameSymbol% Net Assets
Jpmorgan Chase & Co Ord JPM 3.82
Allied World Assurance Company Holdings Ltd Ord AWH 3.14
Microsoft Corp Ord MSFT 3.11
Us Bancorp Ord USB 3.07
Walt Disney Co Ord DIS 3.03
Home Depot Inc Ord HD 3.02
Cisco Systems Inc Ord CSCO 2.96
Texas Instruments Inc Ord TXN 2.94
Merck & Co Inc Ord MRK 2.66
Safeway Inc Ord SWY 2.55
% of Total Holdings 30.3

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