Legg Mason Global Opportunities Bd I 100 Light St 29th Floor Baltimore MD 21202 Map
Phone: 877-515-3863
| Category: | World Bond | | Fund Family: | Legg Mason/Western | | Net Assets: | 9.42M | | Year-to-Date Return: | 23.38% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 19-Mar-09 |
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David F. Hoffman
Lead Manager since
01-Nov-06 | | | Hoffman is co-lead portfolio manager for the firm?s Global Fixed Income and related strategies. He joined the firm in 1995. Previously, Hoffman was president of Hoffman Capital (1991-1995); head of fixed income investments at Columbus Circle Investors (1983-1990); senior vice president and portfolio manager at INA Capital Management (1979-1982), and fixed income portfolio manager at Provident National Bank (1975-1979). Hoffman holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to maximize total return consisting of income and capital appreciation. The fund invests assets primarily in debt and fixed-income securities of domestic and foreign issuers located in developed countries. It normally invests a minimum of 80% of total assets in debt securities of issuers located in developed market countries, and intends to invest less than 35% of total assets in below investment-grade securities. The fund may invest up to 25% of net assets in convertible debt securities and may engage in a variety of "derivatives". It is nondiversified. |
| Last Dividend
(30-Nov-09):
| 0.04 | | Last Cap Gain
(10-Dec-09):
| 0.05 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 180.95% |
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| Expense | GOBIX | Category Avg | | Total Expense Ratio: | %
| 1.13% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.35% | | Max Deferred Sales Load: | %
| 2.33% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $544 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $851 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,726 |
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