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

Mutual Fund Insights: Legg Mason Partners Financial Services C Fund (SFSLX)

In-depth Analysis of Legg Mason Partners Financial Services C Fund (SFSLX)

Mutual fund chart: Legg Mason Partners Financial Services C Fund (SFSLX)

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See Legg Mason Partners Financial Services C Fund (SFSLX) performance details as of January 31, 2010

  

    Last Trade: $10.52 on 3/19/2010, Change: -0.05 (-0.47%)

  

Fund Manager - Amy LaGuardia

Fund Manager Tenure: 11.3 years
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
LaGuardia joined Barrett in May 2003 as senior vice president. Prior to joining Barrett, she was senior vice president and Director of Research at Gray, Seifert & Co., Inc., a company founded in 1980 and purchased by Legg Mason in 1994, where she had worked since 1982.  Get more insights on Amy LaGuardia

  

What we like about Legg Mason Partners Financial Services C Fund (SFSLX) What we like about Legg Mason Partners Financial Services C Fund (SFSLX)

Data for Legg Mason Partners Financial Services C Fund (SFSLX) as of January 31, 2010

  • Legg Mason Partners Financial Services C Fund (SFSLX) management has been with Legg Mason Partners Financial Services C Fund for 11.3 years
  • Legg Mason Partners Financial Services C Fund (SFSLX) has good mid-term performance (3-year return -10.37% vs -16.13% Financial category average)
  • Legg Mason Partners Financial Services C Fund (SFSLX) has good Long-term performance (5-year return -2.26% vs -5.96% Financial category average)
  • Legg Mason Partners Financial Services C Fund (SFSLX) has a Morningstar rating of 4 and above
  • Legg Mason Partners Financial Services C Fund (SFSLX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.09, lower than category average of 28.7

  

What we are cautious about Legg Mason Partners Financial Services C Fund (SFSLX) What we are cautious about Legg Mason Partners Financial Services C Fund (SFSLX)

Data for Legg Mason Partners Financial Services C Fund (SFSLX) as of January 31, 2010

  • Legg Mason Partners Financial Services C Fund is a focused fund with 33.96% 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 Financial Services C Fund (SFSLX) has a less-than-ideal short-term performance (1-year return 20.91% vs 49.15% Financial category average)
  • Legg Mason Partners Financial Services C Fund (SFSLX) ratio of up-years vs down years can be improved
  • Legg Mason Partners Financial Services C Fund (SFSLX) is less safe compared to its Financial peers
  • Legg Mason Partners Financial Services C Fund (SFSLX) has a higher management fee of 2.21% than its Financial average of 1.76%
  • Legg Mason Partners Financial Services C Fund (SFSLX) carries a 1% load
See Legg Mason Partners Financial Services C Fund (SFSLX) performance details as of January 31, 2010

  

  

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Legg Mason Partners Financial Services C Fund (SFSLX) Net Asset

Track net asset change of Legg Mason Partners Financial Services C fund (SFSLX)

DateNet Asset
01/2010$21.80M
11/2009$22.11M
10/2009$21.90M
More historic net asset information on Legg Mason Partners Financial Services C Fund (SFSLX)

  

Legg Mason Partners Financial Services C Fund (SFSLX) Portfolio Allocation

Track portfolio allocation change of Legg Mason Partners Financial Services C fund (SFSLX)

DateCashStockBondOther
09/20090.58%96.32%0%3.09%
06/200914.86%82.46%0%2.67%
03/200927.31%72.69%0%0%
Click here to see more historic asset allocation information on Legg Mason Partners Financial Services C Fund (SFSLX)

  

Most Recent Top 10 Holdings in Legg Mason Partners Financial Services C Fund (SFSLX)

Discover what Legg Mason Partners Financial Services C Fund (SFSLX) manager is buying

30-Sep-09
S1 Corporation [4.89%]
LENDER PROCESSING [3.63%]
TD Ameritrade Holding Corporati [3.42%]
VISA INC. [3.28%]
HANOVER INSURANCE GR [3.27%]
IBERIABANK Corporation [3.25%]
THE TRAVELERS CO [3.12%]
ASSURANT INC [3.05%]
HCC INSURANCE HLDGS [3.03%]
METLIFE INC [3.02%]

30-Jun-09
S1 Corporation [5.92%]
TD Ameritrade Holding Corporati [3.31%]
HANOVER INSURANCE GR [3.27%]
VISA INC. [3.2%]
IBERIABANK Corporation [3.04%]
Fiserv, Inc. [2.9%]
HCC INSURANCE HLDGS [2.88%]
THE TRAVELERS CO [2.81%]
AMER FIN GRP HLD [2.59%]
METLIFE INC [2.57%]

31-Mar-09
S1 Corporation [4.98%]
IBERIABANK Corporation [4%]
HCC Insurance Holdings, Inc. [3.41%]
Travelers Companies Inc (The) [3.14%]
RLI Corp. [3.11%]
TD Ameritrade Holding Corporati [2.94%]
Hanover Insurance Group Inc [2.79%]
Fiserv, Inc. [2.61%]
Assurant Inc [2.53%]
HATTERAS FINL CPRP [2.42%]
Click here for Stock Holding Change Map in Legg Mason Partners Financial Services C Fund (SFSLX)

  

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Latest News on Legg Mason Partners Financial Services C (SFSLX)

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