Mutual Fund Insights: ING Legg Mason Partners Agrsv Gr I Fund (IMEIX)

In-depth Analysis of ING Legg Mason Partners Agrsv Gr I Fund (IMEIX)

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See ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) performance details as of January 31, 2010

  

Last Trade: $41.95 on 3/19/2010, Change: -0.15 (-0.36%)

Experiment our closing price forecasting tool for ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) (alpha release)

  

Fund Manager - Richard S. Freeman

Fund Manager Tenure: 7.9 years   [Similar Funds: IMEAX  IMESX ]
Fundmojo Fund Grade: D (Score: 0.4)     (What does this score mean?)

Freeman is a managing director and a senior portfolio manager of ClearBridge. He joined the predecessor organization in 1983. Previously, he worked at Shearson Lehman Brothers. Prior to that, he was a vice president of research at Chemical Bank and at Drexel Burnham Lambert.  Get more insights on Richard S. Freeman

  

 What we like about ING Legg Mason Partners Agrsv Gr I Fund (IMEIX)

Data for ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) as of January 31, 2010

• ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) management has been with ING Legg Mason Partners Agrsv Gr I Fund for 7.9 years
• ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) has an annual stock turnover rate of 4.00% vs Large Growth average of 109.93%. It is good that ING Legg Mason Partners Agrsv Gr I management does not trade extensively for its return.
• ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) has a lower management fee than its Large Growth average: 0.81% vs 1.33%
• ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about ING Legg Mason Partners Agrsv Gr I Fund (IMEIX)

Data for ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) as of January 31, 2010

• ING Legg Mason Partners Agrsv Gr I Fund is a focused fund with 63.92% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) has a less-than-ideal short-term performance (1-year return 32.93% vs 35.76% Large Growth category average)
• ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) has a less-than-ideal mid-term performance (3-year return -8.68% vs -5.20% Large Growth category average)
• ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) has a less-than-ideal Long-term performance (5-year return -0.37% vs 0.87% Large Growth category average)
• ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) ratio of up-years vs down years can be improved
• ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) has a Morningstar rating of 3 and below
• ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) is less safe compared to its Large Growth peers
• ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) does not have a good risk adjusted return as its 3-year Alpha of -0.6 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.37
• ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.53 that is higher than category average of 21.28

See ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) performance details as of January 31, 2010

  

  

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ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) Net Asset

Track net asset change of ING Legg Mason Partners Agrsv Gr I fund (IMEIX)

Date	Net Asset
01/2010	$238.36M
11/2009	$238.85M
10/2009	$223.85M

More historic net asset information on ING Legg Mason Partners Agrsv Gr I Fund (IMEIX)

  

ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) Portfolio Allocation

Track portfolio allocation change of ING Legg Mason Partners Agrsv Gr I fund (IMEIX)

Date	Cash	Stock	Bond	Other
09/2009	0%	100%	0%	0%
06/2009	0%	100%	0%	0%
03/2009	3.61%	96.39%	0%	0%

Click here to see more historic asset allocation information on ING Legg Mason Partners Agrsv Gr I Fund (IMEIX)

  

Most Recent Top 10 Holdings in ING Legg Mason Partners Agrsv Gr I Fund (IMEIX)

Discover what ING Legg Mason Partners Agrsv Gr I Fund (IMEIX) manager is buying

30-Sep-09 ANADARKO PETROLEUM [10.12%] WEATHERFORD INTL LTD [8.14%] Amgen Inc. [7.51%] Biogen Idec Inc [7.14%] Genzyme Corporation [6.96%] UNITEDHEALTH GROUP [6.08%] Comcast Corporation [4.99%] FOREST LABS CL A [4.64%] CABLEVISION SYSTEM [4.54%] L-3 COMM HLDGS INC [3.8%]

30-Jun-09 ANADARKO PETROLEUM [9.61%] WEATHERFORD INTL LTD [9.11%] Amgen Inc. [7.9%] Genzyme Corporation [7.62%] Biogen Idec Inc [7.53%] UNITEDHEALTH GROUP [6.77%] Comcast Corporation [4.88%] FOREST LABS CL A [4.42%] CABLEVISION SYSTEM [4.14%] L-3 COMM HLDGS INC [3.66%]

31-Mar-09 Biogen Idec Inc [9.54%] Anadarko Petroleum Corp [9.42%] Genzyme Corporation [8.67%] Amgen Inc. [7.27%] Forest Laboratories, Inc. [5.68%] UnitedHealth Group Inc [5.19%] Comcast Corporation [5.16%] Weatherford International, Ltd. [4.86%] L-3 Communications Holdings, In [4.18%] Cablevision Systems Corp. [3.15%]

Click here for Stock Holding Change Map in ING Legg Mason Partners Agrsv Gr I Fund (IMEIX)

  

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See more information on ING Legg Mason Partners Agrsv Gr I Fund (IMEIX)

• ING Legg Mason Partners Agrsv Gr I Fund Insights
• ING Legg Mason Partners Agrsv Gr I Fund Performance Data
• ING Legg Mason Partners Agrsv Gr I Fund News
• ING Legg Mason Partners Agrsv Gr I Fund Score Explaination
• ING Legg Mason Partners Agrsv Gr I Fund Manager Information
• Historic ING Legg Mason Partners Agrsv Gr I Fund Asset Allocation Report
• Historic ING Legg Mason Partners Agrsv Gr I Fund Top 10 Holding Tracking
• Historic ING Legg Mason Partners Agrsv Gr I Fund Asset Under Management Tracking