Legg Mason Cap Mgmt Opportunity FI (LMOFX)
13.53 
0.25(1.88%) May 2
| Prev Close: | 13.28 |
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| YTD Return*: | 10.73% |
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| Net Assets*: | 1.10B |
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| Yield*: | N/A |
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* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for LMOFX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| Pangaea One Lp | 4.64 | 6.00 |
| PHM | 4.36 | -2.24 |
| BAC | 4.07 | 13.45 |
| GNW | 3.75 | 17.11 |
| UAL | 3.45 | 6.47 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 1.1B |
| Category: | Mid-Cap Value |
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| Annual Report Expense Ratio (net): | 1.40% |
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Performance & Risk
| YTD Return: | 10.73% |
| 5y Avg Return: | -2.85% |
| Rank in Category (ytd): | 6 |
| % Rank in Category (ytd): | 1.37% |
| Beta (3y): | 1.57 |
| 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. It may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets, a practice known as "leveraging. The fund may take temporary defensive and cash management positions; in such a case, the fund will not be pursuing its principal investment strategies and may not achieve its investment objective. It is non-diversified.
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