| 13.98 Net Asset Value | +0.94% 1 Day | +33.40% Year-to-Date | Overall Morningstar Rating |
| Mid-cap value Style or Category | No Load Sales Expenses | 2.47% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | -2.74% | 3 years | +11.14% | |
| 3 months | +9.40% | 5 years | +1.73% | |
| 1 year | +65.87% | Since inception | -1.54% |
| LMORX | Category | |
|---|---|---|
| Performance 5-yr return | +1.73% | +7.48% |
| Expense ratio | 2.47% | 1.32% |
| Risk 5 year sharpe ratio | 0.20 | 0.38 |
| Net assets | $1.3B | $1.2B |
| Average market cap | $7.0B | $7.8B |
| Average P/E | 11.2 | 15.0 |
| Portfolio turnover | 35% | 35% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Legg Mason |
| Fund manager & tenure | Bill Miller / 13 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 36.01% |
| Business service | 14.52% |
| Consumer service | 14.43% |
| Telecommunication | 12.48% |
| Hardware | 6.60% |
| GNW Genworth Financial Inc | 4.08% |
| -- Pangaea One Lp | 3.73% |
| UAL United Continental Holdings Inc | 3.73% |
| PHM PulteGroup Inc | 3.54% |
| NFLX Netflix, Inc. | 3.53% |
| DAL Delta Air Lines Inc | 3.34% |
| BAC Bank of America Corporation | 3.31% |
| MTG MGIC Investment Corporation | 3.04% |
| GRPN Groupon Inc | 3.00% |
| LCC US Airways Group Inc | 2.90% |
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