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Mutual Fund Insights: Legg Mason Partners Small Cap Growth IS Fund (LMOIX)

In-depth Analysis of Legg Mason Partners Small Cap Growth IS Fund (LMOIX)

Mutual fund chart: Legg Mason Partners Small Cap Growth IS Fund (LMOIX)

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See Legg Mason Partners Small Cap Growth IS Fund (LMOIX) performance details as of January 31, 2010

  

    Last Trade: $14.61 on 3/11/2010, Change: +0.06 (0.41%)
Experiment our closing price forecasting tool for Legg Mason Partners Small Cap Growth IS Fund (LMOIX) (alpha release)

  

Fund Manager - Aram E. Green

Fund Manager Tenure: 3.0 years
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Green co-manages the Small Cap Growth and Small/Mid Cap Focus strategy products. He has 7 years of investment industry experience and began his career in asset management as an equity analyst at Hygrove Partners, LLC. He joined ClearBridge Advisors as a research analyst in the Information Technology sector in 2006 before being named a portfolio manager.  Get more insights on Aram E. Green

  

What we like about Legg Mason Partners Small Cap Growth IS Fund (LMOIX) What we like about Legg Mason Partners Small Cap Growth IS Fund (LMOIX)

Data for Legg Mason Partners Small Cap Growth IS Fund (LMOIX) as of January 31, 2010

  • Legg Mason Partners Small Cap Growth IS Fund (LMOIX) management has been with Legg Mason Partners Small Cap Growth IS Fund for 3.0 years
  • Legg Mason Partners Small Cap Growth IS Fund (LMOIX) has good mid-term performance (3-year return -5.34% vs -6.96% Small Growth category average)
  • Legg Mason Partners Small Cap Growth IS Fund (LMOIX) has good Long-term performance (5-year return 1.59% vs 0.25% Small Growth category average)
  • Legg Mason Partners Small Cap Growth IS Fund (LMOIX) ratio of up-years vs down years is greater than 2
  • Legg Mason Partners Small Cap Growth IS Fund (LMOIX) has a Morningstar rating of 4 and above
  • Legg Mason Partners Small Cap Growth IS Fund (LMOIX) has an annual stock turnover rate of 25.00% vs Small Growth average of 131.92%. It is good that Legg Mason Partners Small Cap Growth IS management does not trade extensively for its return.
  • Legg Mason Partners Small Cap Growth IS Fund (LMOIX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.23, lower than category average of 24.84
  • Legg Mason Partners Small Cap Growth IS Fund (LMOIX) has a lower management fee than its Small Growth average: 0.81% vs 1.60%
  • Legg Mason Partners Small Cap Growth IS Fund (LMOIX) 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 Small Cap Growth IS Fund (LMOIX) What we are cautious about Legg Mason Partners Small Cap Growth IS Fund (LMOIX)

Data for Legg Mason Partners Small Cap Growth IS Fund (LMOIX) as of January 31, 2010

  • Legg Mason Partners Small Cap Growth IS Fund (LMOIX) has a less-than-ideal short-term performance (1-year return 39.05% vs 39.62% Small Growth category average)
See Legg Mason Partners Small Cap Growth IS Fund (LMOIX) performance details as of January 31, 2010

  

  

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Legg Mason Partners Small Cap Growth IS Fund (LMOIX) Net Asset

Track net asset change of Legg Mason Partners Small Cap Growth IS fund (LMOIX)

DateNet Asset
01/2010$157.31M
11/2009$161.52M
10/2009$154.88M
More historic net asset information on Legg Mason Partners Small Cap Growth IS Fund (LMOIX)

  

Legg Mason Partners Small Cap Growth IS Fund (LMOIX) Portfolio Allocation

Track portfolio allocation change of Legg Mason Partners Small Cap Growth IS fund (LMOIX)

DateCashStockBondOther
09/20096.07%93.93%0%0%
06/20097.77%92.23%0%0%
03/20097.26%92.73%0%0%
Click here to see more historic asset allocation information on Legg Mason Partners Small Cap Growth IS Fund (LMOIX)

  

Most Recent Top 10 Holdings in Legg Mason Partners Small Cap Growth IS Fund (LMOIX)

Discover what Legg Mason Partners Small Cap Growth IS Fund (LMOIX) manager is buying

30-Sep-09
Citrix Systems, Inc. [2.75%]
Blackboard Inc. [2.73%]
MercadoLibre, Inc. [2.68%]
Baidu, Inc. [2.51%]
ITC HOLDINGS CORP [2.41%]
Sourcefire, Inc. [2.39%]
Alexion Pharmaceuticals, Inc. [2.2%]
IDEX CP [2.2%]
Lawson Software, Inc. [2.14%]
BURGER KING HOLDINGS [2.12%]

30-Jun-09
Baidu.com, Inc. [2.99%]
ITC HOLDINGS CORP [2.76%]
Citrix Systems, Inc. [2.57%]
Blackboard Inc. [2.4%]
BURGER KING HOLDINGS [2.39%]
Alexion Pharmaceuticals, Inc. [2.34%]
IDEX CP [2.22%]
Lawson Software, Inc. [2.2%]
MercadoLibre, Inc. [2.15%]
Taleo Corporation [2.14%]

31-Mar-09
BURGER KING HOLDINGS [3.89%]
ITC HOLDINGS CORP [3.25%]
Blackboard Inc. [3.23%]
Citrix Systems, Inc. [3%]
Alexion Pharmaceuticals, Inc. [2.62%]
Digital River, Inc. [2.59%]
IDEX CP [2.42%]
Caseys General Stores, Inc. [2.41%]
Ross Stores, Inc. [2.37%]
MercadoLibre, Inc. [2.23%]
Click here for Stock Holding Change Map in Legg Mason Partners Small Cap Growth IS Fund (LMOIX)

  

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