LMNOX Rating, Research - Legg Mason Cap Mgmt Opportunity I

Legg Mason Cap Mgmt Opportunity I (lmnox)

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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 = 54

Threats + Weaknesses = 43

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

Fund Management Team

Fund Description Update

Legg Mason Cap Mgmt Opportunity I (LMNOX) Description: LMNOX is a mutual fund, which is an investment that owns a basket of assets. The LMNOX 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. LMNOXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. LMNOXs expense ratio is roughly 1%. The latest LMNOXs front end load was 0% and the back end load was 0%. The Legg Mason Cap Mgmt Opportunity I (LMNOX) mutual fund falls under the mid-cap value category. LMNOX focuses its investments in USA and LMNOX is not affiliated with a particular industry or fund sector. The Legg Mason Cap Mgmt Opportunity I (LMNOX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LMNOXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LMNOXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital plus protection against inflation and monetary instability. The fund normally invests at least 80% of net assets in the common stock, preferred stock, convertible securities, rights and warrants, and depository receipts (ADRs and GDRs) of companies within the natural resource sector. It participates in private placements, initial public offerings (IPOs), and long-term equity anticipation securities (LEAPS). The fund invests at least 40% of assets in securities of companies that are economically tied to at least three countries other than the U.S. It is non-diversified.

Management Analysis Update

Performance Analysis Update