Legg Mason Opportunity Trust

Scorecard
2 / 5 Stars
Lipper
5 1 1 4 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#44 in Mid-Cap Value

U.S. News evaluated 112 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 38.20 percent over the past year, 22.41 percent over the past three years, 22.54 percent over the past five years, and 4.68 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 8.2%
1 Year 38.2%
3 Years (Annualized) 22.4%
5 Years (Annualized) 22.5%
10 Years (Annualized) 4.7%

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Summary

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."

Fees

Fees are Low compared to funds in the same category.
Legg Mason Opportunity Trust has an expense ratio of 1.21 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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