LMSIX Rating, Research - Legg Mason Batterymarch Us Sm Cap Eq I

Legg Mason Batterymarch Us Sm Cap Eq I (lmsix)

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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 = 32

Threats + Weaknesses = 17

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests primarily in common stocks (see stock research) and other equity securities (see equity research) of small companies that it believes have above-average potential for capital appreciation. The Adviser generally defines small companies by reference to those companies up to the capitalization range of companies represented in the Russell 2000 Index for the past two years. It may invest up to 25% of total assets in securities of foreign issuers and may invest up to 10% of total assets in real estate investment trusts (REITs).

Management Analysis Update

Performance Analysis Update