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

Mutual Fund Insights: Legg Mason Partners All Cap I Fund (LACIX)

In-depth Analysis of Legg Mason Partners All Cap I Fund (LACIX)

Mutual fund chart: Legg Mason Partners All Cap I Fund (LACIX)

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See Legg Mason Partners All Cap I Fund (LACIX) performance details as of January 31, 2010

  

    Last Trade: $7.02 on 3/19/2010, Change: -0.08 (-1.13%)
Experiment our closing price forecasting tool for Legg Mason Partners All Cap I Fund (LACIX) (alpha release)

  

Fund Manager - Jay Leopold

Fund Manager Tenure: 3.1 years
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
Leopold joined Legg Mason in 1986 and Legg Mason Capital Management in 1995. He is responsible for managing the All Cap product along with Kyle Legg, and is the Assistant Portfolio Manager of the Legg Mason American Leading Companies Trust mutual fund. In addition, Leopold works closely with Bill Miller and Kyle Legg in managing Mid-Cap separate accounts. Leopold holds the Chartered Financial Analyst designation.  Get more insights on Jay Leopold

  

What we like about Legg Mason Partners All Cap I Fund (LACIX) What we like about Legg Mason Partners All Cap I Fund (LACIX)

Data for Legg Mason Partners All Cap I Fund (LACIX) as of January 31, 2010

  • Legg Mason Partners All Cap I Fund (LACIX) management has been with Legg Mason Partners All Cap I Fund for 3.1 years
  • Legg Mason Partners All Cap I Fund (LACIX) has good short-term performance (1-year return 60.72% vs 34.15% Large Blend category average)
  • Legg Mason Partners All Cap I Fund (LACIX) has a lower management fee than its Large Blend average: 1.00% vs 1.10%
  • Legg Mason Partners All Cap I Fund (LACIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Legg Mason Partners All Cap I Fund (LACIX) What we are cautious about Legg Mason Partners All Cap I Fund (LACIX)

Data for Legg Mason Partners All Cap I Fund (LACIX) as of January 31, 2010

  • Legg Mason Partners All Cap I Fund is a focused fund with 32.68% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Legg Mason Partners All Cap I Fund (LACIX) has a less-than-ideal mid-term performance (3-year return -14.20% vs -7.17% Large Blend category average)
  • Legg Mason Partners All Cap I Fund (LACIX) has a less-than-ideal Long-term performance (5-year return -4.51% vs 0.19% Large Blend category average)
  • Legg Mason Partners All Cap I Fund (LACIX) ratio of up-years vs down years can be improved
  • Legg Mason Partners All Cap I Fund (LACIX) has a Morningstar rating of 3 and below
  • Legg Mason Partners All Cap I Fund (LACIX) is less safe compared to its Large Blend peers
  • Legg Mason Partners All Cap I Fund (LACIX) does not have a good risk adjusted return as its 3-year Alpha of -2.78 is worse than category average of 0.23, and its 3-year Sharpe ratio is -0.44
  • Legg Mason Partners All Cap I Fund (LACIX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.11 that is higher than category average of 20.52
See Legg Mason Partners All Cap I Fund (LACIX) performance details as of January 31, 2010

  

  

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Legg Mason Partners All Cap I Fund (LACIX) Net Asset

Track net asset change of Legg Mason Partners All Cap I fund (LACIX)

DateNet Asset
01/2010$370.00K
11/2009$280.00K
10/2009$250.00K
More historic net asset information on Legg Mason Partners All Cap I Fund (LACIX)

  

Legg Mason Partners All Cap I Fund (LACIX) Portfolio Allocation

Track portfolio allocation change of Legg Mason Partners All Cap I fund (LACIX)

DateCashStockBondOther
09/20090.14%99.86%0%0%
06/20090.71%99.28%0%0%
03/20091.8%97.67%0%0.53%
Click here to see more historic asset allocation information on Legg Mason Partners All Cap I Fund (LACIX)

  

Most Recent Top 10 Holdings in Legg Mason Partners All Cap I Fund (LACIX)

Discover what Legg Mason Partners All Cap I Fund (LACIX) manager is buying

30-Sep-09
AES CORPORATION [5.23%]
E M C CP [3.8%]
ASSURED GUARANTY LTD [3.52%]
INTL BUSINESS MACH [3.37%]
RED HAT INC [3.19%]
MICRON TECHNOLOGY [3.16%]
CAPITAL ONE FINANCIA [2.5%]
TEXAS INSTRUMENTS [2.43%]
NALCO HOLDING CO. [2.35%]

30-Jun-09
AES CORPORATION [5.95%]
INTL BUSINESS MACH [3.64%]
E M C CP [3.56%]
TEXAS INSTRUMENTS [3.33%]
RED HAT INC [2.88%]
ASSURED GUARANTY LTD [2.85%]
WELLPOINT INC. [2.8%]
TD Ameritrade Holding Corporati [2.73%]
UNITEDHEALTH GROUP [2.61%]

31-Mar-09
INTERNATIONAL BUSINESS MACHINES [4.28%]
EMC Corp. (MA) [3.89%]
AES Corp. [3.8%]
UnitedHealth Group Inc [3.7%]
Hansen Natural Corporation [3.49%]
WellPoint Inc [3.43%]
Texas Instruments Inc. [3.34%]
Red Hat Inc [3.2%]
TD Ameritrade Holding Corporati [2.74%]

Click here for Stock Holding Change Map in Legg Mason Partners All Cap I Fund (LACIX)

  

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Latest News on Legg Mason Partners All Cap I (LACIX)

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