4 / 5 Stars
5 1 1 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 109 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 58.04 percent over the past year, 17.52 percent over the past three years, 35.40 percent over the past five years, and 4.69 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.5%|
|3 Years (Annualized)||17.5%|
|5 Years (Annualized)||35.4%|
|10 Years (Annualized)||4.7%|
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 are Low compared to funds in the same category.
Legg Mason Opportunity Trust has an expense ratio of 1.69 percent.
Risk is High compared to funds in the same category according to Morningstar.