SBFAX Rating, Research - Legg Mason Inv Counsel Fincl Svcs A

Legg Mason Inv Counsel Fincl Svcs A (sbfax)

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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 = 23

Threats + Weaknesses = 18

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

Fund Management Team

Fund Description Update

Legg Mason Inv Counsel Fincl Svcs A (SBFAX) Description: SBFAX is a mutual fund, which is an investment that owns a basket of assets. The SBFAX 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 small fund size classification. SBFAXs minimum initial investment amount is $1000 while the IRA minimum is $250. SBFAXs expense ratio is roughly 1%. The latest SBFAXs front end load was 6% and the back end load was 0%. The Legg Mason Inv Counsel Fincl Svcs A (SBFAX) mutual fund falls under the financial category. SBFAX focuses its investments in USA and SBFAX is focused on the financial industry or fund sector. The Legg Mason Inv Counsel Fincl Svcs A (SBFAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SBFAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SBFAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of total assets in equity securities (see equity research) of issuers in the financial services industry, which include companies that derive more than 50% of their revenues from providing products and services to the financial services industry, including software, hardware, publishing, news services, credit research and ratings services, Internet services and business services. It may invest its assets in securities of foreign financial services companies. The funds non-diversified.

Management Analysis Update

Performance Analysis Update