1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 113 Mid-Cap Value 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 46.74 percent over the past year, 5.92 percent over the past three years, 0.47 percent over the past five years, and 6.09 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||26.9%|
|3 Years (Annualized)||5.9%|
|5 Years (Annualized)||0.5%|
|10 Years (Annualized)||6.1%|
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. It may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets, a practice known as "leveraging. The fund may take temporary defensive and cash management positions; in such a case, the fund will not be pursuing its principal investment strategies and may not achieve its investment objective. It is non-diversified.
Fees are Low compared to funds in the same category.
Legg Mason Capital Management Opportunity Trust has an expense ratio of 1.01 percent.
Risk is High compared to funds in the same category according to Morningstar.