SPBLX Rating, Research - Legg Mason Cap Mgmt All Cap C

Legg Mason Cap Mgmt All Cap C (spblx)

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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 = 61

Threats + Weaknesses = 47

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks a high level of capital growth. The fund intends to provide high allocations to various underlying funds that invest primarily in equity securities (see equity research), including small company and international company equity securities (see equity research), with relatively little emphasis on underlying funds that invest primarily in fixed income securities. It may invest up to 10% of total assets in such securities that will expose the fund to the performance of a commodity or commodity index, including but not limited to ETFs.

Management Analysis Update

Performance Analysis Update