• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down1.54% Nasdaq Down1.52%

    Legg Mason Opportunity C (LMOPX)

    19.71 Down 0.36(1.79%) Apr 17

    Profile as of Mar 30, 2015Get Profile for:
    Legg Mason Opportunity C
    Legg Mason Investment Trust Inc100 Light StreetBaltimore, MD 21202
    Phone: 877-721-1926
    Fund Overview 
    Category:Mid-Cap Value
    Fund Family:Legg Mason
    Net Assets:2.27B
    Year-to-Date Return:5.86%
    Morningstar Rating:2 stars
    Fund Inception Date:Dec 30, 1999
    Morningstar Style Box 
    Mid-Cap Value
    [View Category Definition]
    View Top Mid-Cap Value Funds
    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 (Dec 30, 2014) : 32.00%
    Average for Category:49.23%
    Fees & Expenses 
    ExpenseLMOPXCategory Avg
    Annual Report Expense Ratio (net):1.98%1.23%
    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/A5.39%
    Max Deferred Sales Load: 1.00%2.05%
    3 Yr Expense Projection*:739582
    5 Yr Expense Projection*:1,265924
    10 Yr Expense Projection*:2,7061,869
    * Per $10,000 invested