Legg Mason Fundamental Relationships

F000000QZL -- Ireland Fund  

USD 206.57  2.36  1.13%

The Drivers Module shows relationships between Legg Mason's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Legg Mason CB US Appreciation B Acc over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

Legg Mason CB Equity Positions Weight vs. Minimum Initial Investment Fundamental Analysis

Legg Mason CB US Appreciation B Acc is one of the top funds in minimum initial investment among similar funds. It is one of the top funds in equity positions weight among similar funds making about  0.09  of Equity Positions Weight per Minimum Initial Investment. The ratio of Minimum Initial Investment to Equity Positions Weight for Legg Mason CB US Appreciation B Acc is roughly  10.72 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Legg Mason 
Minimum Initial Investment 
=  
First Fund Deposit 
=
1K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Legg Mason 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
93.29%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Legg Mason CB Equity Positions Weight Comparison

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