LMVTX Rating, Research - Legg Mason Cap Mgmt Value C

Legg Mason Cap Mgmt Value C (lmvtx)

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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 = 106

Threats + Weaknesses = 91

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund primarily invests in equity securities (see equity research) of companies with market capitalizations greater than $5 billion but may invest in companies of any size. It may invest up to 25% of total assets in long-term debt securities and up to 10% of total assets in debt securities rated below investment-grade.

Management Analysis Update

Legg Mason Cap Mgmt Value C's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update