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    Legg Mason Opportunity C (LMOPX)

    18.20 Up 0.23(1.28%) Dec 19

    Profile as of Nov 29, 2014Get Profile for:
    Legg Mason Opportunity C
    Legg Mason Investment Trust Inc100 Light StreetBaltimore, MD 21202
    Map
    Phone: 877-721-1926
    Fund Overview 
    Category:Mid-Cap Value
    Fund Family:Legg Mason
    Net Assets:2.23B
    Year-to-Date Return:13.06%
    Yield:0.00%
    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 
    Bill Miller
    Lead Manager since Dec 30, 1999
    Bill Miller is the Chairman and Chief Investment Officer of Legg Mason Capital Management.  He also currently serves as the co-portfolio manager for the Value Trust and portfolio manager for the Opportunity Trust mutual funds.  Mr. Miller assumed overall responsibility for the equity funds management area of Legg Mason in late 1990.  Prior to this time, he co-managed (with Ernie Kiehne) the Legg Mason Capital Management Value Trust from its inception in 1982.  He was the director of research of Legg Mason from October 1981 through June 1985.
    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 18, 2014) : 17.00%
    Average for Category:54.06%
    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%2.05%
    3 Yr Expense Projection*:739558
    5 Yr Expense Projection*:1,265887
    10 Yr Expense Projection*:2,7061,802
    * Per $10,000 invested