Legg Mason Cap Mgmt Opportunity C
100 Light Street Baltimore MD 21202
Map
Phone: 800-822-5544
| Category: | Mid-Cap Growth | | Fund Family: | Legg Mason/Western | | Net Assets: | 1.26B | | Year-to-Date Return: | 56.98% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-99 |
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Bill Miller
Lead Manager since
30-Dec-99 | | | Bill Miller is the CEO of Legg Mason Capital Management. He has been employed by Legg Mason since 1982. In addition, he is on the Board of Trustees at the Santa Fe Institute, a leading center for multi-disciplinary research in complex systems theory. After graduating with an economics degree from Washington & Lee University in 1972, Bill served as a military intelligence officer overseas and then pursued graduate studies in the Ph.D. program in philosophy at The Johns Hopkins University. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital. The fund primarily invests securities, derivatives and other financial instruments that offer the opportunity for long-term growth of capital. It may also invest in the common stock of foreign issuers and in other U.S. and foreign securities, convertible securities, debt securities, futures, options, derivatives and other instruments. The fund may borrow up to 10% of assets for leveraging. It is nondiversified. |
| Last Dividend
(18-Dec-03):
| 0.05 | | Last Cap Gain
(19-Jun-08):
| 1.59 | | Annual Holdings Turnover
| 51.70% | | Average for Category:
| 130.04% |
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| Expense | LMOPX | Category
Avg | | Total Expense Ratio: | 2.01%
| 1.46% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 1.00%
| 2.69% | | 3 Yr Expense Projection*: |
$ 736 | $716 | | 5 Yr Expense Projection*: |
$ 1,260 | $1,049 | | 10 Yr Expense Projection*: |
$ 2,696 | $2,071 |
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0.34% Nasdaq 0.00%
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