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Legg Mason Opportunity Trust Class FI (LMOFX)

19.85
Net Asset Value
+2.11%
1 Day
+1.17%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
1.25%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests in securities, derivatives and other financial instruments that, in the portfolio managers' opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. It may invest in the common stock of U.S. and foreign issuers and in other U.S. and foreign securities. The fund may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets, a practice known as "leveraging".

Performance

1 month+13.23% 3 years+5.57%
3 months+5.81% 5 years+20.62%
1 year-4.84% Since inception+4.34%
Data through --

Peer Comparisonvs. Mid-cap blend

 LMOFXCategory
Performance 5-yr return+20.62%+14.34%
Expense ratio1.25%1.13%
Risk 5 year sharpe ratio1.021.06
Net assets$1.3B$1.8B
Average market cap$6.9B$6.4B
Average P/E--18.8
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyLegg Mason
Fund manager & tenureBill Miller / 16 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock88.54%
International stock11.37%
Cash0.09%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 36.01%
Business service 14.52%
Consumer service 14.43%
Telecommunication 12.48%
Hardware 6.60%
Top 10 Holdings
Portfolio weighting
-- 7.73%
-- 4.67%
OMF OneMain Holdings Inc4.43%
XON Intrexon Corp4.38%
QUOT Quotient Technology Inc4.27%
NXPI NXP Semiconductors NV4.17%
DAL Delta Air Lines4.03%
P Pandora Media Inc4.01%
PHM PulteGroup Inc3.96%
GNW Genworth Financial Inc3.96%