LMNVX Rating, Research - Legg Mason Cap Mgmt Value I

Legg Mason Cap Mgmt Value I (lmnvx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 94

Threats + Weaknesses = 83

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks maximum long-term total return. The fund invests in stocks (see stock research) across the capitalization spectrum that are considered undervalued. Undervalued stocks (see stock research) are generally those that are out of favor with investors and currently trading at prices that are below what the stocks (see stock research) are worth compared with potential earnings, assets values, and/or dividends. The fund may invest up to 30% of total assets in foreign securities. It may invest up to 15% of total assets in restricted securities with limited marketability or in other illiquid securities.


Management Analysis Update


Performance Analysis Update