Legg Mason Value Trust
Bill Miller
| CATEGORY | Large-cap Blend |
| S&P Fund Report (pdf) | LMVTX |
| Fund Size | $12.1 billion |
| Returns* | |
| 1 year | 8.43% |
| 3-yr. | 20.12% |
| 5-yr. | 4.42% |
| Front End Load | None |
| Expense Ratio | 1.68% |
| 12b-1 Fee | 0.95% |
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All data as of 2/28/06
*Appreciation plus reinvestment of dividends and capital gains before taxes; Multi-year returns are annualized averages |
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The fund manager with the near-incredible record of beating the market during each of the last 15 years has been boosting his holdings in technology stocks for the first time since 1995. Recent buys include Dell and Hewlett-Packard. The reason: He thinks they're cheap. He also likes Internet and homebuilding stocks.