Legg Mason ClearBridge Divers LgCpGr C Legg Mason & Co., LLC 55 Water Street, 32nd Floor New York, NY 10041 Map
Phone: 800-451-2010
| Category: | Large Growth | | Fund Family: | Legg Mason/Western | | Net Assets: | 560.00K | | Year-to-Date Return: | 32.73% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Sep-00 |
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Evan Bauman
Lead Manager since
01-Jun-07 | | | Evan Bauman, Portfolio Manager and Managing Director of ClearBridge, joined ClearBridge in 2005 in connection with the Legg Mason/Citigroup transaction. Previously, Mr. Bauman was a director of CGM and served as a Portfolio Manager of Smith Barney Asset Management. He joined CGM?s predecessor in 1996. |
| 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; dividend income is incidental. The fund normally invests 80% of net assets in the equity securities of large-cap issuers and related investments or in other investments with similar economic characteristics. Companies that have market capitalizations with market capitalizations similar to companies in the Russell 1000 index are considered large-cap companies. The fund may also invest 20% of assets in securities issued by smaller companies. |
| Last Dividend
(27-Dec-06):
| 0.00 | | Last Cap Gain
(20-Dec-00):
| 1.78 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 112.30% |
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| Expense | SMDLX | Category Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 1.00%
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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