Legg Mason ClearBridge Small Cap Gr B
Legg Mason & Co., LLC 55 Water Street, 32nd Floor New York, NY 10041
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Phone: 800-822-5544
| Category: | Small Growth | | Fund Family: | Legg Mason/Western | | Net Assets: | 34.91M | | Year-to-Date Return: | 25.85% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-98 |
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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. |
| 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 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. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(19-Jun-08):
| 0.45 | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| 132.21% |
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| Expense | SBSMX | Category
Avg | | Total Expense Ratio: | 2.35%
| 1.61% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ 1,033 | $680 | | 5 Yr Expense Projection*: |
$ 1,355 | $1,078 | | 10 Yr Expense Projection*: |
$ 2,446 | $2,174 |
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0.01% Nasdaq 
0.22%
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