Legg Mason Cap Mgmt All Cap A (spaax)
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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 |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Legg Mason Cap Mgmt All Cap A (SPAAX) Description: SPAAX is a mutual fund, which is an investment that owns a basket of assets. The SPAAX 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. SPAAXs minimum initial investment amount is $1000 while the IRA minimum is $250. SPAAXs expense ratio is roughly 1%. The latest SPAAXs front end load was 6% and the back end load was 0%. The Legg Mason Cap Mgmt All Cap A (SPAAX) mutual fund falls under the large-cap mixed category. SPAAX focuses its investments in USA and SPAAX is not affiliated with a particular industry or fund sector. The Legg Mason Cap Mgmt All Cap A (SPAAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SPAAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SPAAXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks long-term capital appreciation. The fund normally invests primarily in equity securities (see equity research) of companies with varying market capitalizations of any size. The equity securities (see equity research) in which it may invest include common and preferred stocks (see stock research), American Depositary Receipts, and convertible securities. The fund invests in equities that appear undervalued by applying a bottom-up process that considers absolute valuation and security pricing in the context of industry and market conditions. The fund also may lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of total assets.


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