Legg Mason IF Royce US Smaller Companies Fund Class X Accumulation (Hedged)

Legg Mason IF Royce US Smaller Companies Fund Class X Accumulation (Hedged)
Legg Mason Investment Funds Limited
Open Ended Investment Company
North American Smaller Companies
0.98 %
3 Year Sharpe
0.5 %
Russell 2000 TR GBP
The Fund aims to achieve capital growth, through investment of at least 80% of the net asset value of the Fund in securities of smaller US companies. The Fund seeks to achieve its objective by investing at least 80% of its net asset value in the securities of US smaller companies, measured at the time of investment, with emphasis placed on finding companies that possess excellent business strengths and/or prospects, high internal rates of return and low leverage, and whose securities are trading significantly below the investment manager’s estimate of their current worth.
Holding %
Kadant Inc 2.40 %
MKS Instruments Inc 2.38 %
Genworth MI Canada Inc 2.35 %
Kennedy-Wilson Holdings Inc 2.33 %
Inter Parfums Inc 2.27 %
LCI Industries Inc 2.27 %
Heidrick & Struggles International Inc 2.24 %
Colfax Corp 2.23 %
Meritor Inc 2.23 %
Wolverine World Wide Inc 2.23 %
Region %
United States 88.85 %
Canada 5.43 %
Sector %
Industrials 30.94 %
Technology 21.16 %
Consumer Cyclical 15.69 %
Financial Services 10.42 %
Healthcare 6.86 %
Legg Mason Investment Funds Limited
EC2M 3AB, London, United Kingdom
Legal Structure
Open Ended Investment Company


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.

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