Legg Mason ClearBridge Capital and Inc B
Legg Mason Partners Equity Trust 55 Water Street, 32nd Floor New York, NY 10041
Map
Phone: 800-822-5544
| Category: | Moderate Allocation | | Fund Family: | Legg Mason/Western | | Net Assets: | 206.61M | | Year-to-Date Return: | 21.65% | | Yield: | 3.68% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Sep-85 |
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Harry D. Cohen
Lead Manager since
06-Aug-09 | | | 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 a high level of current income. Long-term capital appreciation is secondary objective. The fund invests at least 80% of the value of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics. A significant portion of the fund?s portfolio consists of equity securities that pay dividends. It may invest up to 50% of net assets in equity securities of foreign issuers directly or in the form of depositary receipts representing an interest in those securities. The fund may invest up to 20% of net assets in fixed-income securities. |
| Last Dividend
(30-Nov-09):
| 0.03 | | Last Cap Gain
(31-Oct-08):
| 0.04 | | Annual Holdings Turnover
| 147.00% | | Average for Category:
| 82.83% |
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| Expense | SOPTX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 5.00%
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.10% Nasdaq 
0.27%
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