Legg Mason Opportunity R
(LMORX)
US Markets Closed
AdChoices
18.03
+0.27
+1.52%
:

Previous Close

17.76

Net Assets

5.96M

Yield

0.00%

Front load

None

Expenses

1.69%

Category

Mid-Cap Value

Morningstar Risk

High

Morningstar Rating ★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • LMORX

  • Category

    • 2013

    • 67.18%

    • -

    • 2012

    • 40.11%

    • -

    • 2011

    • -34.71%

    • -

    • 2010

    • 17.04%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 20.80%

      • 25.53%

      • -2.53%

      • Q2

      • 8.67%

      • -5.32%

      • -6.42%

      • Q3

      • 11.51%

      • 5.29%

      • -33.78%

      • Q4

      • 14.20%

      • 11.97%

      • 8.09%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Apple Inc Jan15 71.43 Call

        • 4.04

        • 2,900,000

        • -600,000

        • Delta Air Lines Inc

        • 3.59

        • 2,100,000

        • 0

        • United Continental Holdings Inc

        • 3.21

        • 1,450,000

        • 0

        • American Airlines Group Inc

        • 3.19

        • 1,900,000

        • 0

        • Qualcomm Inc

        • 3.00

        • 850,000

        • 0

        • Gilead Sciences Inc

        • 2.89

        • 575,000

        • 0

        • Genworth Financial Inc

        • 2.85

        • 4,600,000

        • 0

        • Bank of America Corporation

        • 2.74

        • 3,400,000

        • 0

        • MGIC Investment Corp

        • 2.70

        • 7,300,000

        • 0

        • Netflix Inc

        • 2.67

        • 125,000

        • 0

        • Name

        • Rating

        • YTD Return %

          • JHancock Disciplined Value Mid Cap I

          • ★★★★★
          • 3.25

          • Wells Fargo Advantage Spec Md Cp Val I

          • ★★★★★
          • 4.20

          • American Century Mid Cap Value Instl

          • ★★★★★
          • 7.77

          • MFS® Mid Cap Value R4

          • ★★★★★
          • 1.96

          • Fidelity® Mid Cap Value

          • ★★★★★
          • 7.18

          • JPMorgan Mid Cap Value R2

          • ★★★★★
          • 4.41

          • RBC Mid Cap Value I

          • ★★★★★
          • 6.79

          • Transamerica Mid Cap Value I2

          • ★★★★★
          • 5.20

          • Fidelity Advisor® Mid Cap Value A LW

          • ★★★★★
          • 6.93

          • VY JPMorgan Mid Cap Value S2

          • ★★★★★
          • 4.69

          • Name

          • LMORX

          • Category

            • Expense Ratio

            • 1.69%

            • 1.24%

            • Net Assets

            • 5.96M

            • 403.55M

            • Dividend Yield

            • 1.52%

            • 1.90

            • Price/Book

            • 1.56

            • 1.59

            • Price/Sales

            • 0.79

            • 0.75

            • Price/Cash Flow

            • 4.67

            • 7.47

            Profile

            Name of Issuer

            Legg Mason

            Fund Style

            Open

            Fund Manager

            Samantha McLemore

            Investment Style

            Medium Blend

            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."

            Purchase Information

            Initial Purchase 0
            Initial Purchase: IRA NA
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            12/28/2006