LM CBA Capital Fd C
Legg Mason & Co., LLC 55 Water Street, 32nd Floor New York, NY 10041
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Phone: 800-451-2010
| Category: | Large Blend | | Fund Family: | Legg Mason Partners | | Net Assets: | 133.29M | | Year-to-Date Return: | 35.32% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-96 |
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Brian M. Angerame
Lead Manager since
12-Jul-06 | | | Angerame is co-manager of the Legg Mason Partners Mid Cap Core Fund and the ClearBridge Mid Cap Core Portfolio for separately managed accounts, and was named manager of the Legg Mason Partners Capital Fund and ClearBridge Capital Portfolio for separately managed accounts in July 2006. Brian joined a predecessor organization in 2000 as an Equity Research Analyst responsible for the consumer discretionary and consumer staples sectors, and has 13 years of investment industry experience. |
| 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 capital appreciation. The fund invests primarily in equity securities of U.S. companies. These companies typically range in size from established large capitalization companies to medium size companies. However, it may also invest in small capitalization companies including those at the beginning of their life cycles. The fund is nondiversified. |
| Last Dividend
(28-Mar-03):
| 0.02 | | Last Cap Gain
(19-Jun-08):
| 0.42 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 70.87% |
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| Expense | SCCCX | Category
Avg | | Total Expense Ratio: | 1.75%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 1.00%
| 2.59% | | 3 Yr Expense Projection*: |
$ 555 | $774 | | 5 Yr Expense Projection*: |
$ 959 | $1,287 | | 10 Yr Expense Projection*: |
$ 2,090 | $2,366 |
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1.46% Nasdaq 
0.03 (0.18%) 
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