CB Small Cap Growth;IS (LMOIX.O)

At A Glance

You hold LMOIX.O in 0 portfolios

Net Asset Value

28.44USD

 0.10 +0.35%

04/21/2014

Category
US Diversified Equity
YTD Return (Cumulative)
 -4.37%
Classification
Small-Cap Growth
5 Year Return (Annualized)
 26.84%
Manager Benchmark
Lipper Sm-Cap Growth IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since July, 2008 »

 LMOIX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyClearBridge
Inception Date08/04/2008
Portfolio Turnover27%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Legg Mason
100 International Drive
Baltimore, MD 21202

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.79%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment--
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to obtain long-term growth of capital by investing primarily in equity securities of companies with market capitalizations at the time of purchase similar to those companies included in the Russell 2000 Index. The Index includes companies with market "caps" below the top 1000 stocks of the equity market.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
462
Consistent Return
 
461
Capital Preservation
 
10722
Low Expense
 
201
Tax Efficiency (U.S. only)
 
462

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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