Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | LCOAX Insights | LCOAX Score | LCOAX Performance | LCOAX News | LCOAX Allocation | LCOAX Holdings Change

Fund (LCOAX)

Fund performance review and position details on Fund (LCOAX)

    Last Trade: $ on , Change: (0%)

 Fund (LCOAX) Highlight Fund (LCOAX) Fund Summary

Fund (LCOAX) statistics as of May 30, 2016

Category: Foreign Small/Mid Value
Fund Family: Legg Mason
Net Asset: $141.47M
Yield: 1.11%
Year-to-Date Return: -2.16%
Morningstar rating: 4

 

 Fund (LCOAX) Cost Fund (LCOAX) Cost

Fund (LCOAX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Foreign Small/Mid Value average): 1.45% (1.31%)
Max Front End Sales Load: 5.75%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 53.00%

 

 Fund (LCOAX) Performance Fund (LCOAX) Performance

Most current Fund (LCOAX) Performance

1-month Performance (Foreign Small/Mid Value category median performance): -1.77% (0.90%)
3-month Performance (Foreign Small/Mid Value category median performance): 6.40% (9.79%)
1 Year Performance (Foreign Small/Mid Value category median performance): -10.30% (-7.62%)
3 Year Performance (Foreign Small/Mid Value category median performance): 5.24% (5.24%)
5 Year Performance (Foreign Small/Mid Value category median performance): 5.71% (3.92%)
Number of Years of positive return: 3 years
Number of Years of negative return: 2 years
3 year Alpha (Foreign Small/Mid Value category average): 5.01 (3.42)
3 year Beta (Foreign Small/Mid Value category average): 0.8 (0.86)
3 year Sharpe Ratio: 0.46
3 year Treynor: 6.46

 Fund (LCOAX) topholdingTop Stock Holdings in Fund (LCOAX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Datalogic SPA2.16%0.00%
RPC Group PLC1.39%0.00%
Orbotech Ltd.1.26%0.00%
NEXITY -A-1.25%0.00%
TOMTOM NV AMSTERDAM1.24%0.00%
SULZER AG WINTERTHUR1.22%0.00%
*Note: The price change will reset to 0 after the midnight

 

 Fund (LCOAX) Portfolio Allocation Fund (LCOAX) Fund Portfolio Allocation

Fund (LCOAX) Fund Portfolio Allocation data as of 03/2016

Stock95.19%
Bond0%
Cash4.81%
Other0%

 

 Fund (LCOAX) CompareCompare with other Foreign Small/Mid Value category mutual funds

Below are some additional Foreign Small/Mid Value mutual funds generated out of our database

Fund1 Year3 year5 year
-10.305.245.71
Goldman Sachs Intl Sm Cp Insghts IR (GIRLX)-0.478.426.10 Compare
Voya Multi-Manager International Sm Cp I (NAPIX)-2.716.684.42 Compare

See top fund managers for Foreign Small/Mid Value Category Funds

 

 Fund (LCOAX) PerformanceOther Financial Data Web Sites on Fund (LCOAX)

Addition research sites for Fund (LCOAX)

 

 Fund (LCOAX) Related ResourcesSee more information on (LCOAX) Fund

Popular pages on (LCOAX) Fund

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update