2 / 5 Stars
4 4 2 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#102 in Small Blend
U.S. News evaluated 225 Small 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 25.93 percent over the past year, 14.63 percent over the past three years, 22.19 percent over the past five years, and 6.81 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.1%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||6.8%|
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 are Above Average compared to funds in the same category.
Legg Mason Batterymarch U.S. Small Capitalization Equity Portfolio has an expense ratio of 1.21 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.