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 Dow Down 0.42% Nasdaq Down 0.52%

Legg Mason Inv Counsel Fincl Svcs A (SBFAX)

18.54 Down 0.13(0.70%) Jul 10
Prev Close:18.67
YTD Return*:-0.46%
Net Assets*:126.94M
Yield*:0.18%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for SBFAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
UIHC2.2623.37
GPN2.2013.16
DFS2.1613.19
PNC2.1516.37
CASH2.11-0.79

Fund Basics

Morningstar Overall Rating:
Total Assets:126.94M
Category:Financial
Annual Report Expense Ratio (net):1.46%

Performance & Risk

YTD Return:-0.46%
5y Avg Return:15.70%
Rank in Category (ytd):94
% Rank in Category (ytd):98.95%
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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