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Legg Mason Opportunity FI (LMOFX)

19.03 Up 0.08(0.42%) Sep 17
Prev Close:18.95
YTD Return*:9.36%
Net Assets*:2.14B
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for LMOFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAL3.5460.79
DAL3.5249.76
GNW3.47-8.44
Apple Inc Jan15 71.43 Call3.33-0.95
QCOM2.92-19.33

Fund Basics

Morningstar Overall Rating:
Total Assets:2.14B
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.27%

Performance & Risk

YTD Return:9.36%
5y Avg Return:16.71%
Rank in Category (ytd):39
% Rank in Category (ytd):8.8%
Beta (3y):1.54
Morningstar Risk Rating:5

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." View More
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