Legg Mason Cap Mgmt All Cap 1 Legg Mason & Co., LLC 55 Water Street, 32nd Floor New York, NY 10041 Map
Phone: 800-822-5544
| Category: | Large Blend | | Fund Family: | Legg Mason/Western | | Net Assets: | 177.13M | | Year-to-Date Return: | 45.21% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Feb-07 |
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Jay Leopold
Lead Manager since
02-Feb-07 | | | Leopold joined Legg Mason in 1986 and Legg Mason Capital Management in 1995. He is responsible for managing the All Cap product along with Kyle Legg, and is the Assistant Portfolio Manager of the Legg Mason American Leading Companies Trust mutual fund. In addition, Leopold works closely with Bill Miller and Kyle Legg in managing Mid-Cap separate accounts. Leopold holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | 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 long-term capital growth. The fund invests primarily in equity securities that offer the potential for capital growth. It may invest in issuers of any size, allowing the manager flexibility to identify investment opportunities. The fund may invest up to 25% of net assets in foreign securities. It is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 59.00% | | Average for Category:
| 78.74% |
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| Expense | LMGOX | Category Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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