SMYIX Rating, Research - Legg Mason Batterymarch Global Eq I

Legg Mason Batterymarch Global Eq I (smyix)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

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 = 105

Threats + Weaknesses = 76

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities (see equity research), including companies located in developed and emerging countries. It invests at least 40% of net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S. The fund normally has exposure to foreign currencies.


Management Analysis Update


Performance Analysis Update