Legg Mason Fundamental Relationships

IE00BHBFD473 -- Ireland Fund  

USD 102.70  0.42  0.41%

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 WA Macro Opps Bd E over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Legg Mason WA Bond Positions Weight vs. Minimum Initial Investment Fundamental Analysis

Legg Mason WA Macro Opps Bd E is rated below average in minimum initial investment among similar funds. It is rated third overall fund in bond positions weight among similar funds creating about  0.02  of Bond Positions Weight per Minimum Initial Investment. The ratio of Minimum Initial Investment to Bond Positions Weight for Legg Mason WA Macro Opps Bd E is roughly  42.12 
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 fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Legg Mason 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
23.74%
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

Legg Mason WA Bond Positions Weight Comparison

Legg Mason is currently under evaluation in bond positions weight among similar funds.

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