Legg Mason IF Royce US Smaller Companies Fund Class X Accumulation

Name
Legg Mason IF Royce US Smaller Companies Fund Class X Accumulation
Manager
Legg Mason Investment Funds Limited
Type
Open Ended Investment Company
ISIN
GB00B8BRMK99
Sector
North American Smaller Companies
Launched
06/12/2012
OCF
0.98 %
Risk Rating
4
3 Year Sharpe
0.47
3 Year Alpha
-0.24
Yield
0.2 %
Benchmark
Russell 2000 TR GBP
The objective of this Fund is to achieve capital growth, principally through investment in securities of smaller US companies.
Holding %
Insight Enterprises Inc 2.42 %
Kennedy-Wilson Holdings Inc 2.38 %
Meritor Inc 2.31 %
Genworth MI Canada Inc 2.29 %
j2 Global Inc 2.25 %
Houlihan Lokey Inc Class A 2.10 %
MKS Instruments Inc 2.09 %
Bio-Techne Corp 2.07 %
Pason Systems Inc 2.07 %
Caleres Inc 2.05 %
Region %
United States 88.57 %
Canada 5.50 %
Sector %
Technology 24.18 %
Consumer Cyclical 20.22 %
Industrials 17.85 %
Financial Services 12.10 %
Healthcare 5.92 %
Basic materials 5.42 %
Consumer Defensive 5.13 %
Name
Legg Mason Investment Funds Limited
Address
EC2M 3AB, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Lauren Romeo
Joined 01/01/2010

Lauren A. Romeo joined the firm in 2004. Previously, she was a Portfolio Manager at Dalton Greiner, Hartman & Maher (since 2001), an Analyst with Legg Mason Funds Management (2000-2001), and an Analyst with T. Rowe Price Group (1996-2000). Ms. Romeo holds a bachelor's degree from the University of Notre Dame and a Master of Business Administration from the Wharton School of Business at the University of Pennsylvania. She is a CFA® charterholder.

Data provided by Morningstar.

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