Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Down 0.10% Nasdaq Up 0.23%
Streaming
Ticker Tape: On

Legg Mason Inv Counsel Fincl Svcs I (LMRIX)

18.31 Up 0.07(0.38%) Apr 17
Get the big picture on all your investments.
Prev Close:18.24
YTD Return*:-0.58%
Net Assets*:129.02M
Yield*:0.39%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for LMRIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
UIHC2.235.04
MET2.14-0.38
AMP2.09-2.32
GPN2.0611.12
VRSK2.06-9.10

Fund Basics

Morningstar Overall Rating:
Total Assets:129.02M
Category:Financial
Annual Report Expense Ratio (net):1.21%

Performance & Risk

YTD Return:-0.58%
5y Avg Return:18.69%
Rank in Category (ytd):89
% Rank in Category (ytd):93.68%
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback