LMOPX Rating, Research - Legg Mason Cap Mgmt Opportunity C

Legg Mason Cap Mgmt Opportunity C (lmopx)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 lmopx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Legg Mason Cap Mgmt Opportunity C (LMOPX) Description: LMOPX is a mutual fund, which is an investment that owns a basket of assets. The LMOPX 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. LMOPXs minimum initial investment amount is $1000 while the IRA minimum is $250. LMOPXs expense ratio is roughly 2%. The latest LMOPXs front end load was 0% and the back end load was 1%. The Legg Mason Cap Mgmt Opportunity C (LMOPX) mutual fund falls under the mid-cap value category. LMOPX focuses its investments in USA and LMOPX is not affiliated with a particular industry or fund sector. The Legg Mason Cap Mgmt Opportunity C (LMOPX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LMOPXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LMOPXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return emphasizing both current income and capital appreciation. The fund invests mainly in income-oriented equity securities (see equity research) that pay dividends, which may include real estate investment trusts, convertible securities, Canadian income trusts, master limited partnership units and common stocks (see stock research). It may invest in companies of any market capitalization. The fund seeks to generate a current yield that is greater than the average current yield for stocks (see stock research) in the Standard & Poors 500 Composite Stock index. It normally invests at least 80% of net assets, plus the amount of any borrowings, in equity securities (see equity research).

Management Analysis Update

Legg Mason Cap Mgmt Opportunity C's management team has a long history of working together. This helps ensure consistent future returns. The lmopx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Legg Mason Cap Mgmt Opportunity C has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update