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Legg Mason Inv Counsel Fincl Svcs I (LMRIX)

18.55 Down 0.01(0.05%) Jul 28
Prev Close:18.55
YTD Return*:-0.29%
Net Assets*:126.94M
Yield*:0.52%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for LMRIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
UIHC2.7423.37
DFS2.3613.19
GPN2.3113.16
PNC2.2616.37
MET2.205.35

Fund Basics

Morningstar Overall Rating:
Total Assets:126.94M
Category:Financial
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:-0.29%
5y Avg Return:16.04%
Rank in Category (ytd):93
% Rank in Category (ytd):97.89%
Beta (3y):0.73
Morningstar Risk Rating:1

Fund Summary

The investment seeks long-term capital appreciation by investing primarily in common stocks. The fund normally invests at least 80% of its net assets in equity securities of issuers in the financial services industry. It may invest its assets in securities of foreign financial services companies. The fund is non-diversified. View More
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