Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, November 9, 2009, 5:28PM ET - U.S. Markets Closed. Dow Up 2.03% Nasdaq Up 1.97%
LM CBA Small Cap Growth Fd B (SBSMX)On Nov 6: 11.22  Up 0.03 (0.27%)  
MORE ON SBSMX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Sep-09Get Profile for:
LM CBA Small Cap Growth Fd B
Legg Mason & Co., LLC 55 Water Street, 32nd Floor New York, NY 10041
Map
Phone: 800-822-5544
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Small Growth
Fund Family:Legg Mason Partners
Net Assets:37.69M
Year-to-Date Return:32.75%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:01-Jul-98
MORNINGSTAR STYLE BOX 
Small Growth
[View Category Definition]
View Top Small Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Aram E. Green
Lead Manager since 02-Mar-07
Green co-manages the Small Cap Growth and Small/Mid Cap Focus strategy products. He has 7 years of investment industry experience and began his career in asset management as an equity analyst at Hygrove Partners, LLC. He joined ClearBridge Advisors as a research analyst in the Information Technology sector in 2006 before being named a portfolio manager.
INVESTMENT INFORMATION 
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
SBSMX can be purchased from 15 brokerages.
FUND SUMMARY 
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities of small companies, which are companies with market cap values not exceeding $3 billion or the highest month-end market capitalization value of any stock in the Russell 2000 Index. The fund may invest up to 20% of assets in equity securities of companies that are not considered to be small cap companies. In addition, it invests up to 20% of assets in equity securities of foreign issuers, either directly or through depository receipts.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (19-Jun-08): 0.45
Annual Holdings Turnover 41.00%
Average for Category: 120.37%
FEES & EXPENSES 
ExpenseSBSMXCategory
Avg
Total Expense Ratio:2.35% 1.60%
Max 12b1 Fee:1.00% N/A
Max Front End Sales Load:% 5.37%
Max Deferred Sales Load:5.00% 2.61%
3 Yr Expense Projection*: $ 1,033$675
5 Yr Expense Projection*: $ 1,355$1,071
10 Yr Expense Projection*: $ 2,446$2,161
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials