LGVAX Rating, Research - Legg Mason Cap Mgmt Value A

Legg Mason Cap Mgmt Value A (lgvax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 106

Threats + Weaknesses = 91

When strengths & opportunities substantially exceed threats & weaknesses an investment in the lgvax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Legg Mason Cap Mgmt Value A (LGVAX) Description: LGVAX is a mutual fund, which is an investment that owns a basket of assets. The LGVAX mutual fund was provided by Legg Mason and this investment vehicle derives the majority of its value from equity holdings (stocks). Legg Masons mutual fund has a long management tenure and is in the average fund size classification. LGVAXs minimum initial investment amount is $1000 while the IRA minimum is $250. LGVAXs expense ratio is roughly 1%. The latest LGVAXs front end load was 6% and the back end load was 0%. The Legg Mason Cap Mgmt Value A (LGVAX) mutual fund falls under the large-cap mixed category. LGVAX focuses its investments in USA and LGVAX is not affiliated with a particular industry or fund sector. The Legg Mason Cap Mgmt Value A (LGVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LGVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LGVAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long term growth of capital. The funds a "fund of funds", and invests in other mutual funds. Under normal market conditions, it allocates assets among the underlying funds based on asset allocation target ranges of 45-65% in U.S. equities and 35-55% in foreign equities. Equity securities include common stock, preferred stock, rights and warrants, and securities convertible into common stock. Foreign equities are securities of issuers outside of the United States, including issuers in emerging or developing markets.

Management Analysis Update

Performance Analysis Update