Find A Portfolio/Ticker
Comparison Box
LGOAX: Legg Mason Cap Mgmt Opportunity A (MUTUAL FUND)
Basic Info 43.93 0.76(1.76%) September 27
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 02/05/2009 |
| Last Dividend Date: | 06/18/2013 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.02% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/24/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 6.7 | 9.9 | 55.1 | 14.4 | 19.3 | 20.4 | 19.2 | 38.6 | 34.2 | -9.8 | 25.9 | -0.3 | 0.5 | 11.0 | 68.0 | 40.7 | -34.4 | 17.4 | 96.3 |
| SR | NA | 0.47 | 2.25 | 0.37 | 0.61 | 0.74 | 0.64 | 0.76 | 1.57 | -0.47 | 1.59 | -0.02 | 0.02 | 0.62 | 3.68 | 1.87 | -0.98 | 0.58 | 2.35 |
| DD(%) | NA | 17.6 | 17.6 | 50.6 | 50.6 | 50.6 | 50.6 | 50.6 | 15.7 | 31.9 | 9.3 | 28.7 | 17.3 | 13.7 | 9.1 | 17.7 | 46.8 | 27.3 | 34.7 |
| SD(%) | NA | 23.7 | 24.5 | 34.8 | 29.3 | 26.7 | 29.3 | 50.2 | 21.1 | 23.8 | 16.0 | 28.5 | 22.9 | 17.6 | 18.5 | 21.9 | 35.0 | 29.9 | 47.2 |
| TR | NA | 0.1 | 0.52 | 0.11 | 0.15 | 0.16 | 0.15 | 0.33 | 0.23 | -0.08 | 0.18 | 0.0 | 0.0 | 0.08 | 0.51 | 0.29 | -0.27 | 0.13 | 0.86 |
| Alpha(%) | NA | -0.07 | 0.02 | 0.01 | 0.02 | 0.01 | 0.0 | 0.13 | -0.02 | 0.04 | 0.01 | -0.08 | 0.02 | -0.02 | 0.04 | 0.06 | -0.16 | -0.03 | 0.09 |
| Beta(%) | NA | 1.12 | 1.05 | 1.19 | 1.2 | 1.27 | 1.27 | 1.15 | 1.47 | 1.38 | 1.38 | 1.58 | 1.31 | 1.31 | 1.34 | 1.42 | 1.27 | 1.31 | 1.28 |
| RS | NA | 0.53 | 0.53 | 0.79 | 0.76 | 0.77 | 0.81 | 0.85 | 0.74 | 0.77 | 0.49 | 0.72 | 0.75 | 0.74 | 0.79 | 0.82 | 0.91 | 0.9 | 0.89 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/05/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
Top Rated Funds in MID-CAP VALUE
Best Mutual Funds
- FDVLX (Fidelity Value) 1.45% (99%)
- JMCVX (Perkins Mid Cap Value T) 0.90% (99%)
- MLPIX (ProFunds Mid Cap Value Inv) 1.41% (98%)
- NBREX (Neuberger Berman M/C Intrinsic Val Tr) 1.26% (98%)
- VMVIX (Vanguard Mid-Cap Value Index Inv) 0.72% (97%)
- FRBSX (Franklin Balance Sheet Investment A) 0.95% (95%)
- GCMAX (Goldman Sachs Mid Cap Value A) 0.49% (94%)
- LMOPX (Legg Mason Cap Mgmt Opportunity C) 1.74% (94%)
- VALUX (Al Frank Inv) 0.74% (93%)
- NSEIX (Nicholas Equity Income I) 0.27% (93%)
Best ETFs
- DVY (iShares Select Dividend) 0.99% (100%)
- IWS (iShares Russell Mid-Cap Value) 0.52% (100%)
- IJJ (iShares S&P Mid-Cap 400 Value) 1.38% (98%)
- DON (WisdomTree MidCap Dividend ETF) 1.41% (97%)
- FAB (First Trust Multi Cap Val AlphaDEX ETF) 1.49% (97%)
- RPV (Guggenheim S&P 500 Pure Value ETF) 2.19% (96%)
- RWK (RevenueShares Mid Cap ETF) 1.37% (96%)
- VOE (Vanguard Mid-Cap Value ETF) 0.71% (95%)
- PEY (PowerShares High Yld Eq Div Achiev ETF) 1.36% (95%)
- IVOV (Vanguard S&P Mid-Cap 400 Value ETF) 1.38% (32%)
Latest Articles Related to LGOAX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments