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LMOPX Legg Mason Opportunity C

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Fund LMOPX Legg Mason Opportunity C RMCCX Russell US Mid Cap Equity C  
Similarity
?
100% 85%
Annual Fees
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$209.22
(1.98% Exp. Ratio)
$208.17
(1.97% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$28,699.14 $28,787.11
Est. savings over 30 yrs +$87.97
Return
As of 12/31/16
1 YR RETURN -1.04%
3 YR 2.79%
5 YR 20.39%
10 YR 1.79%
1 YR RETURN 13.08%
3 YR 6.32%
5 YR --
10 YR --
Description
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".
The investment seeks to provide long term capital growth. The fund has a non-fundamental policy to invest at least 80% of the value of its net assets plus borrowings for investment purposes in medium capitalization equity securities economically tied to the U.S. It invests principally in common stocks of medium capitalization U.S. companies but may also invest in common stocks of small capitalization companies. The managers define medium capitalization stocks as stocks of those companies represented by the Russell MidCap® Index or within the capitalization range of the Russell MidCap® Index as measured at its most recent reconstitution.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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