Legg Mason ClearBridge Convertible C
Legg Mason Partners Equity Trust 55 Water Street, 32nd Floor New York, NY 10041
Map
Phone: 800-451-2010
| Category: | Convertibles | | Fund Family: | Legg Mason/Western | | Net Assets: | 10.63M | | Year-to-Date Return: | 65.86% | | Yield: | 5.77% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Jun-98 |
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Peter Luke
Lead Manager since
25-Jul-01 | | | Luke manages the Convertible strategy. He has 41 years of investment industry experience and joined a predecessor organization in 2001. He spent the preceding 12 years as a portfolio manager at General Motors Investment Management Corp., where he was responsible for the internally managed convertible portfolio as well as a number of externally managed convertible portfolios. |
| 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 income and capital appreciation. The fund normally invests at least 80% of net assets in convertible securities. It may invest up to 25% of assets in foreign securities. The fund may also invest up to 20% of assets in synthetic convertible securities, equity securities and debt securities that are not convertible. It may invest in securities rated below investment-grade. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 59.00% | | Average for Category:
| 83.46% |
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| Expense | SMCLX | Category
Avg | | Total Expense Ratio: | %
| 1.42% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.09% | | Max Deferred Sales Load: | 1.00%
| 2.90% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $673 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,017 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,974 |
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