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    ClearBridge Special Investment C (LMASX)

    34.17 Up 0.18(0.53%) Mar 27

    Profile as of Feb 27, 2015Get Profile for:
    ClearBridge Special Investment C
    Legg Mason Global Asset Management Trust100 INTERNATIONAL DRIVEBALTIMORE MD 21202
    Phone: 877-721-1926
    Fund Overview 
    Category:Small Blend
    Fund Family:Legg Mason
    Net Assets:667.18M
    Year-to-Date Return:0.06%
    Morningstar Rating:1 stars
    Fund Inception Date:Dec 30, 1985
    Morningstar Style Box 
    Small Blend
    [View Category Definition]
    View Top Small Blend Funds
    About the Morningstar Style Box
    Management Information 
    Albert Grosman
    Lead Manager since Oct 1, 2011
    Albert Grosman joined Legg Mason Capital Management in 2007 and currently serves as co-portfolio manager. Prior to joining LMCM, Albert worked as an equity analyst specializing in small and mid cap companies with Long Trail Investment Management, Phinity Capital, Cyllenius/Blackrock, and Fidelity Management and Research. During his tenure at Fidelity, Albert was a member of their Small Cap team and from 1997-99 was a portfolio manager for a Fidelity Select sector fund.   Over the years Albert gained broad based research experience with coverage responsibilities across multiple industries, including; consumer durables, consumer discretionary, technology and health care, among others.  His previous responsibilities also included investment research in international markets, focused on Latin America. Albert obtained a B.B.A. in Business Administration from Emory University and an M.B.A. from Columbia Business School.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:250
    Min Initial Investment, AIP:50
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    LMASX can be purchased from 58 brokerages.

    Fund Summary 
    The investment seeks capital appreciation. The fund invests primarily in equity securities and securities convertible into equity securities. While it may invest in companies of any size, the portfolio managers expect that under normal circumstances, the fund will invest the majority of its total assets in the securities of companies that are in the small-cap market capitalization range or in "special situations," at the time of purchase. It may invest up to 35% of its total assets in debt securities rated below investment grade (i.e., below BBB/Baa), commonly known as "junk bonds," and unrated securities judged by the manager to be below investment grade.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 9, 2014) : 0.00
    Annual Holdings Turnover (Mar 25, 2015) : 52.00%
    Average for Category:54.82%
    Fees & Expenses 
    ExpenseLMASXCategory Avg
    Annual Report Expense Ratio (net):1.85%1.25%
    Prospectus Net Expense Ratio:1.90%N/A
    Prospectus Gross Expense Ratio:1.90%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A5.21%
    Max Deferred Sales Load: 1.00%1.95%
    3 Yr Expense Projection*:597559
    5 Yr Expense Projection*:1,026909
    10 Yr Expense Projection*:2,2221,866
    * Per $10,000 invested