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ClearBridge Large Cap Value I (SAIFX)

27.32 Down 0.36(1.30%) Oct 1

Profile as of Aug 30, 2014Get Profile for:
ClearBridge Large Cap Value I
Legg Mason Partners Equity Trust55 Water Street, 32nd FloorNew York, NY 10041
Phone: 877-721-1926
Fund Overview 
Category:Large Value
Fund Family:Legg Mason
Net Assets:1.57B
Year-to-Date Return:8.83%
Morningstar Rating:4 stars
Fund Inception Date:1958-05-29
Morningstar Style Box 
Large Value
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Dmitry Khaykin
Lead Manager since Jun 6, 2007
Dmitry Khaykin was Managing director of ClearBridge since 2008 and portfolio manager of ClearBridge since 2007. He joined a predecessor organization in 2003. Prior to joining the organization, Dmitry was a research analyst at Gabelli & Co., where he concentrated on the telecommunications sector. He began his career at Morgan Stanley & Co. as an associate in the Risk Management Division. Dmitry received his BA in Computer Science from New York University. He obtained his MBA in Finance and Accounting from the Wharton School at the University of Pennsylvania. "
Investment Information 
Min Initial Investment:1,000,000
Min Initial Investment, IRA:1,000,000
Min Initial Investment, AIP:1,000,000
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
SAIFX can be purchased from 87 brokerages.

Fund Summary 
The investment seeks long-term growth of capital as its primary investment objective; current income is a secondary objective. The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of companies with large market capitalizations.

Fund Operations 
Last Dividend (Sep 29, 2014) : 0.12
Last Cap Gain : 0.00
Annual Holdings Turnover (Sep 29, 2014) : 11.00%
Average for Category:34.98%
Fees & Expenses 
ExpenseSAIFXCategory Avg
Annual Report Expense Ratio (net):0.68%1.13%
Prospectus Net Expense Ratio:0.68%N/A
Prospectus Gross Expense Ratio:0.68%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.38%
Max Deferred Sales Load: N/A2.33%
3 Yr Expense Projection*:217528
5 Yr Expense Projection*:378836
10 Yr Expense Projection*:8461,674
* Per $10,000 invested