Legg Mason ClearBridge Appreciation A
Legg Mason & Co., LLC 55 Water Street, 32nd Floor New York, NY 10041
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Phone: 800-822-5544
| Category: | Large Blend | | Fund Family: | Legg Mason/Western | | Net Assets: | 2.73B | | Year-to-Date Return: | 19.36% | | Yield: | 1.39% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Mar-70 |
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Harry D. Cohen
Lead Manager since
01-Jan-79 | | | Cohen is co-portfolio manager, chief investment officer of ClearBridge Advisors LLC. He joined the predecessor organization in 1969. |
| 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 appreciation of shareholders? capital. The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. Equity securities include exchange-traded and over-the-counter common stocks and preferred stocks, debt securities convertible into equity securities, and warrants and rights relating to equity securities. The fund may invest up to 20% of net assets in the securities of foreign issuers. |
| Last Dividend
(10-Jun-09):
| 0.05 | | Last Cap Gain
(19-Jun-08):
| 0.47 | | Annual Holdings Turnover
| 39.00% | | Average for Category:
| 78.74% |
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| Expense | SHAPX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 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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