Legg Mason Cap Mgmt Opportunity C (LMOPX)
12.72 
0.24(1.92%) May 2
| Prev Close: | 12.48 |
|---|
| YTD Return*: | 10.69% |
|---|
| Net Assets*: | 1.10B |
|---|
| Yield*: | N/A |
|---|
* As of 28-Feb-13
The broker you select will become the default broker for Trade Now
Quotes delayed, except where indicated otherwise. Currency in USD.
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 |
|---|
| Annual Report Expense Ratio (net): | 2.08% |
|---|
Performance & Risk
| YTD Return: | 10.69% |
| 5y Avg Return: | -3.44% |
| Rank in Category (ytd): | 7 |
| % Rank in Category (ytd): | 1.59% |
| 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.
View More