LMVFX Rating, Research - Legg Mason Cap Mgmt Value Fi

Legg Mason Cap Mgmt Value Fi (lmvfx)

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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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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 = 106

Threats + Weaknesses = 91

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to provide high after tax total return. The fund invests at least 80% of assets in equity securities (see equity research) of U.S. companies. ??Assets? means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks (see stock research) of large- and medium-capitalization U.S. companies, but it may also invest up to 20% of assets in common stocks (see stock research) of foreign companies, including depositary receipts.


Management Analysis Update


Performance Analysis Update