Mutual Fund Insights: Legg Mason Partners Large Cap Growth R Fund (LMPLX)

In-depth Analysis of Legg Mason Partners Large Cap Growth R Fund (LMPLX)

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See Legg Mason Partners Large Cap Growth R Fund (LMPLX) performance details as of January 31, 2010

  

Last Trade: $23.08 on 3/18/2010, Change: +0.04 (0.17%)

Experiment our closing price forecasting tool for Legg Mason Partners Large Cap Growth R Fund (LMPLX) (alpha release)

  

Fund Manager - Peter Bourbeau

Fund Manager Tenure: 0.7 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Bourbeau co-manages the Large Cap Growth and Diversified Large Cap Growth strategy products. He joined predecessor firm Shearson Asset Management in 1991, and has17 years of investment industry experience. During his career, Peter has worked in trading, fund management, research, and investment marketing.  Get more insights on Peter Bourbeau

  

 What we like about Legg Mason Partners Large Cap Growth R Fund (LMPLX)

Data for Legg Mason Partners Large Cap Growth R Fund (LMPLX) as of January 31, 2010

• Legg Mason Partners Large Cap Growth R Fund (LMPLX) is a new fund and has been performing well against its peers for both one-month and three_month performance
• Legg Mason Partners Large Cap Growth R Fund (LMPLX) has good short-term performance (1-year return 39.83% vs 35.76% Large Growth category average)
• Legg Mason Partners Large Cap Growth R Fund (LMPLX) has good mid-term performance (3-year return -4.60% vs -5.20% Large Growth category average)
• Legg Mason Partners Large Cap Growth R Fund (LMPLX) has an annual stock turnover rate of 13.00% vs Large Growth average of 109.93%. It is good that Legg Mason Partners Large Cap Growth R management does not trade extensively for its return.
• Legg Mason Partners Large Cap Growth R Fund (LMPLX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.68, lower than category average of 21.28

  

 What we are cautious about Legg Mason Partners Large Cap Growth R Fund (LMPLX)

Data for Legg Mason Partners Large Cap Growth R Fund (LMPLX) as of January 31, 2010

• Legg Mason Partners Large Cap Growth R Fund (LMPLX) management has been with Legg Mason Partners Large Cap Growth R Fund for only 0.7 years, it is hard to judge manager's ability based on this fund's operation record
• Legg Mason Partners Large Cap Growth R Fund is a focused fund with 38.80% 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 Large Cap Growth R Fund (LMPLX) has a less-than-ideal Long-term performance (5-year return -0.22% vs 0.87% Large Growth category average)
• Legg Mason Partners Large Cap Growth R Fund (LMPLX) ratio of up-years vs down years can be improved
• Legg Mason Partners Large Cap Growth R Fund (LMPLX) has a Morningstar rating of 3 and below
• Legg Mason Partners Large Cap Growth R Fund (LMPLX) has a higher management fee of 1.41% than its Large Growth average of 1.33%
• Even though Legg Mason Partners Large Cap Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See Legg Mason Partners Large Cap Growth R Fund (LMPLX) performance details as of January 31, 2010

  

  

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Legg Mason Partners Large Cap Growth R Fund (LMPLX) Net Asset

Track net asset change of Legg Mason Partners Large Cap Growth R fund (LMPLX)

Date	Net Asset
01/2010	$340.00K
11/2009	$340.00K
10/2009	$320.00K

More historic net asset information on Legg Mason Partners Large Cap Growth R Fund (LMPLX)

  

Legg Mason Partners Large Cap Growth R Fund (LMPLX) Portfolio Allocation

Track portfolio allocation change of Legg Mason Partners Large Cap Growth R fund (LMPLX)

Date	Cash	Stock	Bond	Other
09/2009	4.63%	95.37%	0%	0%
06/2009	1.01%	98.99%	0%	0%
03/2009	1.88%	98.12%	0%	0%

Click here to see more historic asset allocation information on Legg Mason Partners Large Cap Growth R Fund (LMPLX)

  

Most Recent Top 10 Holdings in Legg Mason Partners Large Cap Growth R Fund (LMPLX)

Discover what Legg Mason Partners Large Cap Growth R Fund (LMPLX) manager is buying

30-Sep-09 Amazon.com, Inc. [5.73%] Berkshire Hathaway Inc. A [4.12%] COCA COLA CO THE [4.06%] RED HAT INC [3.92%] Google Inc. [3.68%] BLACKROCK INC [3.64%] QUALCOMM Incorporated [3.63%] JOHNSON AND JOHNS DC [3.39%] Amgen Inc. [3.32%] Akamai Technologies, Inc. [3.31%]

30-Jun-09 Amazon.com, Inc. [6.39%] Berkshire Hathaway Inc. A [4.58%] QUALCOMM Incorporated [4.49%] RED HAT INC [3.9%] Google Inc. [3.76%] COCA COLA CO THE [3.67%] Akamai Technologies, Inc. [3.61%] BLACKROCK INC [3.57%] Sears Holdings Corporation [3.56%] Amgen Inc. [3.51%]

31-Mar-09 Amazon.com, Inc. [7.22%] Berkshire Hathaway Inc. A [5.01%] QUALCOMM Incorporated [4.5%] Akamai Technologies, Inc. [4.49%] Red Hat Inc [4.23%] Amgen Inc. [3.72%] Biogen Idec Inc [3.64%] Home Depot Inc [3.54%] Google Inc. [3.52%] Johnson & Johnson [3.35%]

Click here for Stock Holding Change Map in Legg Mason Partners Large Cap Growth R Fund (LMPLX)

  

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See more information on Legg Mason Partners Large Cap Growth R Fund (LMPLX)

• Legg Mason Partners Large Cap Growth R Fund Insights
• Legg Mason Partners Large Cap Growth R Fund Performance Data
• Legg Mason Partners Large Cap Growth R Fund News
• Legg Mason Partners Large Cap Growth R Fund Score Explaination
• Legg Mason Partners Large Cap Growth R Fund Manager Information
• Historic Legg Mason Partners Large Cap Growth R Fund Asset Allocation Report
• Historic Legg Mason Partners Large Cap Growth R Fund Top 10 Holding Tracking
• Historic Legg Mason Partners Large Cap Growth R Fund Asset Under Management Tracking