ClearBridge Appreciation C
Legg Mason Partners Equity Trust55 Water Street, 32nd FloorNew York, NY 10041
Map
Phone: 877-721-1926
| Category: | Large Blend | | Fund Family: | Legg Mason | | Net Assets: | 4.59B | | Year-to-Date Return: | 6.41% | | Yield: | 0.66% | | Morningstar Rating: |  | | Fund Inception Date: | Feb 3, 1993 |
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Michael Kagan
Lead Manager since Aug 5, 2009 | | | "Michael manages the Large Cap Core and ESG Large Cap Core sector-neutral strategy products and one of our 130/30 strategies; he also co-manages the Appreciation and ESG Appreciation products. He has 27 years of investment industry experience.
Michael previously was employed as an equity analyst for Zweig Advisors and was portfolio manager of the Fidelity Select Construction and Housing Fund at Fidelity Investments. Michael received his BA in Economics from Harvard College and attended the Massachusetts Institute of Technology Sloan School of Management.
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| 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 to provide 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. The fund may invest up to 20% of its net assets in the equity securities of foreign issuers. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Dec 11, 2012)
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| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 19.00% | | Average for Category: | 51.91% |
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| Expense | SAPCX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.77% | 1.11% | | Prospectus Net Expense Ratio: | 1.77% | N/A | | Prospectus Gross Expense Ratio: | 1.77% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.27% | | Max Deferred Sales Load:
| 1.00% | 2.36% | | 3 Yr Expense Projection*: | 558 | 775 | | 5 Yr Expense Projection*: | 960 | 1,258 | | 10 Yr Expense Projection*: | 2,085 | 2,352 |
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0.03(0.17%) May 21