Legg Mason Mgr Sel Lg Cp Gr I

 (MUTF:LSLIX)   Watch this mutual fund  
Find more results for C. P. Richards´┐Ż

Performance

Trailing returns

1 day   +0.00%  
1 week   +0.47%
   
4 week   +4.82%
   
3 month   +10.85%
   
YTD   +11.09%
   
1 year   +7.20%
   
3 years*   -  
5 years*   -  
*annualized
Best 3 month return+17.71%  
Worst 3 month return-14.40%  

Morningstar statistics

Morningstar category: Large Growth
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.98M 
Front load-  
Deferred load-  
Expense ratio0.90%  
Management fee-  
Fund familyLegg Mason/Western 

Asset allocation

Cash3.59%  
Stocks96.41%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000,000  
IRA Initial$1,000,000  
AIP Initial$1,000,000  
15.020.00(0.00%)
Feb 29, 4:00PM EST

Description

The investment seeks long-term growth of capital. The fund invests at least 80% of its assets in equity securities of large-capitalization companies. It generally follows a growth discipline in selecting securities. The fund may invest up to 20% of its net assets in small- and mid- capitalization companies. It may also invest up to 20% of its net assets in securities of foreign companies. The fund may engage in short sales of securities and other instruments, and it may hold no more than 25% of its net assets as required collateral for such sales at any one time.
Fund filings (PDF) »
Asset managers:
Scott Glasser (Started: Dec 1, 2009)
Evan Bauman (Started: Dec 1, 2009)
Peter Bourbeau (Started: Dec 1, 2009)
Y. Lin (Started: Dec 1, 2009)
Steven Bleiberg (Started: Dec 1, 2009)
Robert Hagstrom (Started: Mar 1, 2011)
Richard Freeman (Started: Dec 1, 2009)
Andrew Purdy (Started: Dec 1, 2009)
Advisor Company:
Legg Mason Global Asset Allocation, LLC
Fund family reports on Morningstar »
Legg Mason/Western, 100 International Drive, Baltimore, MD 21202, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 1.70     -     -     -
Beta* 1.08     -     -     -
Mean annual return 0.70     -     -     -
R-squared* 98.15     -     -     -
Standard deviation 18.10     -     -     -
Sharpe ratio 0.46     -     -     -
* Against standard index

Top 10 holdings

Security Net Assets  
Apple, Inc. (AAPL) 4.61%  
Biogen Idec Inc (BIIB) 3.81%  
UnitedHealth Group Inc (UNH) 2.69%  
Anadarko Petroleum Corp (APC) 2.43%  
Exxon Mobil Corporation (XOM) 2.39%  
Comcast Corp (CMCSK) 2.39%  
Amgen Inc (AMGN) 2.03%  
BlackRock Inc (BLK) 2.03%  
eBay Inc (EBAY) 2.03%  
Celgene Corporation (CELG) 2.00%