Legg Mason WA Core Plus Bond B
Legg Mason & Co., LLC 55 Water Street, 32nd Floor New York, NY 10004
Map
Phone: 800-451-2010
| Category: | Intermediate-Term Bond | | Fund Family: | Legg Mason/Western | | Net Assets: | 5.71M | | Year-to-Date Return: | 16.27% | | Yield: | 3.30% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Nov-92 |
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Carl Eichstaedt
Lead Manager since
10-Feb-06 | | | Eichstaedt is portfolio manager with Western Asset Management, his employer since 1994. Prior to joining the firm, he was a portfolio manager for Harris Investment Management. He was also a portfolio manager with Pacific Investment Management from 1992-1993. From 1990-1992, he was director of fixed income at Security Pacific Investment Managers.He has over 22 years of investment experience, Eichstaedt holds the Chartered Financial Analyst designation. |
| 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 |
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| The investment seeks maximum total return consisting of capital appreciation and income, consistent with the preservation of capital. The fund primarily invests in investment-grade fixed-income securities of U.S. issuers, including government obligations, corporate debt, and mortgage-backed securities. It may invest up to 20% of assets in below investment-grade securities and in securities issued by foreign issuers. |
| Last Dividend
(30-Nov-09):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 51.00% | | Average for Category:
| 226.70% |
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| Expense | MGVBX | Category
Avg | | Total Expense Ratio: | %
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.17% | | Max Deferred Sales Load: | 4.50%
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $460 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $712 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,435 |
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