Legg Mason Batterymarch US Sm Cap Eq I
100 Light St 29th Floor Baltimore MD 21202
Map
Phone: 888-425-6432
| Category: | Small Blend | | Fund Family: | Legg Mason/Western | | Net Assets: | 177.45M | | Year-to-Date Return: | 19.91% | | Yield: | 0.17% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Mar-00 |
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Stephen A. Lanzendorf
Lead Manager since
01-Aug-06 | | | Lanzendorf is a co-director and senior portfolio manager of the Batterymarch U.S. Equities investment team. He joined Batterymarch in 2006. Lanzendorf was employed at Independence Investments LLC from 1994 to 2005 where he most recently served as director of Quantitative Strategies (1999-2005). He is a member of the Chicago Quantitative Alliance and the Boston Security Analysts Society. Lanzendorf 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 long-term capital appreciation. The fund usually invests at least 80% of net assets in equity securities of companies with small market capitalizations domiciled, or having principal activities in the United States, at the time of investment or other investments with similar economic characteristics. These are companies with market capitalizations not exceeding $3 billion or the highest month-end market capitalization of any stock in the Russell 2000 Index. It may invest up to 5% of total assets in fixed-income securities rated below investment grade. |
| Last Dividend
(14-May-09):
| 0.01 | | Last Cap Gain
(19-Jun-08):
| 0.07 | | Annual Holdings Turnover
| 93.00% | | Average for Category:
| 91.53% |
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| Expense | LMSIX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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0.43% Nasdaq 
0.05 (0.67%) 
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