Legg Mason Batterymarch Global Eq C
Legg Mason & Co., LLC 55 Water Street, 32nd Floor New York, NY 10041
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Phone: 800-822-5544
| Category: | World Stock | | Fund Family: | Legg Mason/Western | | Net Assets: | 45.73M | | Year-to-Date Return: | 18.07% | | Yield: | 1.46% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Sep-00 |
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Michael P. McElroy
Lead Manager since
21-Dec-06 | | | McElroy is a director and senior portfolio manager of Batterymarch Financial Management, Inc. He joined Batterymarch in 2006. He was previously at Citigroup Asset Management in London, where he held senior-level responsibilities related to portfolio management, marketing and client service. McElroy has 17 years of investment experience. |
| 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 growth, income is incidental. The fund invests primarily in the common stock of U.S. and non-U.S. issuers, particularly issuers located in countries included in the MSCI World index. It normally invests at least 80% of assets in equity and equity-related securities and at least 40% of asset in non-U.S. issuers. The fund invests primarily in securities with a market capitalization of greater than U.S. $15 billion. It also may invest in securities of any market capitalization, including mid-cap and small-cap securities. The fund may invest up to 10% of net assets in emerging market issuers. |
| Last Dividend
(10-Jun-09):
| 0.02 | | Last Cap Gain
(13-Dec-07):
| 0.37 | | Annual Holdings Turnover
| 166.00% | | Average for Category:
| 91.16% |
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| Expense | SILLX | Category
Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | 1.00%
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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0.20% Nasdaq 
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