Legg Mason Barrett Financial Services C
Legg Mason & Co., LLC 55 Water Street, 32nd Floor New York, NY 10041
Map
Phone: 800-451-2010
| Category: | Financial | | Fund Family: | Legg Mason/Western | | Net Assets: | 22.11M | | Year-to-Date Return: | 5.70% | | Yield: | 0.01% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Nov-98 |
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Amy LaGuardia
Lead Manager since
16-Nov-98 | | | LaGuardia joined Barrett in May 2003 as senior vice president. Prior to joining Barrett, she was senior vice president and Director of Research at Gray, Seifert & Co., Inc., a company founded in 1980 and purchased by Legg Mason in 1994, where she had worked since 1982. |
| 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 long-term capital appreciation. The fund normally invests at least 80% of total assets in equity securities of issuers in the financial services industry. It may invest its assets in securities of foreign financial services companies (limited to 25% of total assets, not including American Depositary Receipts). The fund may invest in common stocks, preferred stocks, convertible securities, rights and warrants. It also may invest in companies that derive more than 50% of their revenues from providing products and services to the financial services industry. The fund is nondiversified. |
| Last Dividend
(12-Dec-08):
| 0.00 | | Last Cap Gain
(13-Dec-07):
| 0.28 | | Annual Holdings Turnover
| 11.00% | | Average for Category:
| 198.80% |
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| Expense | SFSLX | Category
Avg | | Total Expense Ratio: | %
| 1.73% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.11% | | Max Deferred Sales Load: | 1.00%
| 2.57% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $879 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,385 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,622 |
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0.11% Nasdaq 
0.81%
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