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Legg Mason Opportunity C (LMOPX)

18.63 Down 0.03(0.16%) Nov 25

Profile as of Oct 30, 2014Get Profile for:
Legg Mason Opportunity C
100 Light StreetBaltimore MD 21202
Phone: 877-721-1926
Fund Overview 
Category:Mid-Cap Value
Fund Family:Legg Mason
Net Assets:2.12B
Year-to-Date Return:8.49%
Morningstar Rating:2 stars
Fund Inception Date:Dec 30, 1999
Morningstar Style Box 
Mid-Cap Value
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Samantha McLemore
Lead Manager since Aug 31, 2008
McLemore is a portfolio manager of Legg Mason Capital Management, Inc. She has been an analyst on LMCM's research team since 2002.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:250
Min Initial Investment, AIP:50
Min Subsequent Investment:50
Min Subsequent Investment, IRA:50
Min Subsequent Investment, AIP:50
LMOPX can be purchased from 54 brokerages.

Fund Summary 
The investment seeks long-term growth of capital. The fund invests in securities, derivatives and other financial instruments that, in the portfolio managers' opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. It may invest in the common stock of U.S. and foreign issuers and in other U.S. and foreign securities. The fund may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets, a practice known as "leveraging."

Fund Operations 
Last Dividend (Jun 17, 2013) : 0.07
Last Cap Gain : 0.00
Annual Holdings Turnover (Nov 23, 2014) : 17.00%
Average for Category:50.50%
Fees & Expenses 
ExpenseLMOPXCategory Avg
Annual Report Expense Ratio (net):2.02%1.24%
Prospectus Net Expense Ratio:2.37%N/A
Prospectus Gross Expense Ratio:2.37%N/A
Max 12b1 Fee:1.00%N/A
Max Front End Sales Load:N/A5.44%
Max Deferred Sales Load: 1.00%2.10%
3 Yr Expense Projection*:739555
5 Yr Expense Projection*:1,265880
10 Yr Expense Projection*:2,7061,786
* Per $10,000 invested