Legg Mason Cap Mgmt Growth FI
100 Light Street 23rd Floor Baltimore MD 21202
Phone: 888-425-6432
| Category: | Large Growth | | Fund Family: | Legg Mason/Western | | Net Assets: | 39.25M | | Year-to-Date Return: | -4.38% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jan-04 |
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Robert G. Hagstrom
Lead Manager since
17-Apr-95 | | | Hagstrom is senior vice president and portfolio manager with Legg Mason Fund Adviser, his employer since April 1998. Previously, he was general partner with Focus Capital Advisory. Prior to that, he went from vice president to principal at Lloyd, Keith, and Sawin. From 1989 to 1991, he acted as portfolio manager with First Fidelity Bank. From 1984 to 1989, he was a financial advisor for Legg Mason Wood Walker. Hagstrom holds the Chartered Financial Analyst designation |
| Min Initial Investment: | $1,000,000 | | 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 long-term growth of capital. The fund primarily invests in common stocks offering above average growth potential. It may invests in preferred stocks and convertible securities. The fund may invest up to 25% of assets in foreign securities. It may also invest 100% of assets in short-term U.S. government securities, bank certificates of deposit, prime commercial paper and other high quality short-term fixed income securities. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(20-Dec-07):
| 1.79 | | Annual Holdings Turnover
| 36.40% | | Average for Category:
| 109.93% |
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| Expense | LMGFX | Category
Avg | | Total Expense Ratio: | 1.12%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$356 | $653 | | 5 Yr Expense Projection*: |
$617 | $1,027 | | 10 Yr Expense Projection*: |
$1,364 | $2,050 |
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0.23 (1.28%)
