Legg Mason Special Investment R
100 LIGHT ST,
Phone: 888-425-6432
| Category: | Mid-Cap Blend | | Fund Family: | Legg Mason | | Net Assets: | 12.76M | | Year-to-Date Return: | 29.66% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Dec-06 |
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Samuel M. Peters
Lead Manager since
31-Jan-06 | | | Peters currently serves as senior vice president and director of market analysis with Legg Mason, his employer since 2005. Between 1998 and 2005 he worked for Fidelity Management & Research, first as a domestic equity research analyst and then as a portfolio manager. Previously, he was an investment consultant and assistant branch manager at Principal Financial Securities from 1992 to 1997. Peters holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund invests primarily in equity securities, and securities convertible into equity securities. It may invest the majority of total assets in the securities of companies with market capitalizations similar to companies in the Russell Midcap index or the Standard & Poor's MidCap 400 index. It may invest up to 35% of total assets in debt securities rated below investment grade. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 3.29 | | Annual Holdings Turnover
| 77.90% | | Average for Category:
| 96.85% |
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| Expense | LMARX | Category
Avg | | Total Expense Ratio: | 1.47%
| 1.43% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.39% | | 3 Yr Expense Projection*: |
$465 | $642 | | 5 Yr Expense Projection*: |
$803 | $988 | | 10 Yr Expense Projection*: |
$1,757 | $1,957 |
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0.59 (1.82%)
