Legg Mason Batterymarch U.S. Small Capitalization Equity Portfolio

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

#101 in Small Blend

U.S. News evaluated 227 Small Blend 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 30.39 percent over the past year, 14.02 percent over the past three years, 26.52 percent over the past five years, and 7.16 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 30.4%
3 Years (Annualized) 14.0%
5 Years (Annualized) 26.5%
10 Years (Annualized) 7.2%

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Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of companies with relatively small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. It may also invest in securities of foreign companies in the form of American Depositary Receipts (ADRs).

Fees

Fees are Above Average compared to funds in the same category.
Legg Mason Batterymarch U.S. Small Capitalization Equity Portfolio has an expense ratio of 1.20 percent.

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Risk

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

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