2 / 5 Stars
2 1 2 2 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 136 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 34.10 percent over the past year, 10.65 percent over the past three years, 19.09 percent over the past five years, and 5.41 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||26.5%|
|3 Years (Annualized)||10.7%|
|5 Years (Annualized)||19.1%|
|10 Years (Annualized)||5.4%|
The investment seeks capital appreciation. The fund invests primarily in equity securities and securities convertible into equity securities. It will not invest more than 20% of its total assets in securities of companies involved in reorganizations or restructurings in connection with bankruptcy proceedings, at the time of investment. The fund may also invest in debt securities, including securities of issuers involved in special situations, as defined above. It may invest up to 35% of its total assets in debt securities rated below investment grade and unrated securities judged by the adviser to be below investment grade.
Fees are Low compared to funds in the same category.
Legg Mason Capital Management Special Investment Trust has an expense ratio of 1.17 percent.
Risk is High compared to funds in the same category according to Morningstar.