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Legg Mason Opportunity C (LMOPX)

18.02 Up 0.35(1.98%) Oct 31

Profile as of Sep 29, 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:2.00B
Year-to-Date Return:2.89%
Morningstar Rating:2 stars
Fund Inception Date:Dec 30, 1999
Morningstar Style Box 
Mid-Cap Value
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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 (Oct 29, 2014) : 17.00%
Average for Category:50.96%
Fees & Expenses 
ExpenseLMOPXCategory Avg
Annual Report Expense Ratio (net):2.02%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/A5.43%
Max Deferred Sales Load: 1.00%2.11%
3 Yr Expense Projection*:739559
5 Yr Expense Projection*:1,265891
10 Yr Expense Projection*:2,7061,801
* Per $10,000 invested