SPBBX Rating, Research - Legg Mason Cap Mgmt All Cap B

Legg Mason Cap Mgmt All Cap B (spbbx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 = 61

Threats + Weaknesses = 47

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

Fund Management Team

Fund Description Update

Legg Mason Cap Mgmt All Cap B (SPBBX) Description: SPBBX is a mutual fund, which is an investment that owns a basket of assets. The SPBBX 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. SPBBXs minimum initial investment amount is $1000 while the IRA minimum is $250. SPBBXs expense ratio is roughly 2%. The latest SPBBXs front end load was 0% and the back end load was 5%. The Legg Mason Cap Mgmt All Cap B (SPBBX) mutual fund falls under the large-cap mixed category. SPBBX focuses its investments in USA and SPBBX is not affiliated with a particular industry or fund sector. The Legg Mason Cap Mgmt All Cap B (SPBBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SPBBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SPBBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide current income that exceeds the dividend yield of the S&P 500 Index and that grows over a period of years. Long-term capital appreciation is a secondary consideration. The fund normally invests at least 80% of net assets in dividend-paying common stocks (see stock research). It may invest the balance of assets in preferred stocks (see stock research), convertible bonds, and U.S. Treasury securities. The fund may invest up to 20% of net assets in securities of issuers domiciled outside the U.S.

Management Analysis Update

Performance Analysis Update