Legg Mason Target Retirement FI
Legg Mason Partners Equity Trust 55 Water Street, 32nd Floor New York, NY 10041
Phone: 800-451-2010
| Category: | Retirement Income | | Fund Family: | Legg Mason/Western | | Net Assets: | 490.00K | | Year-to-Date Return: | -0.09% | | Yield: | 3.81% | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Aug-08 |
|
Steven D. Bleiberg
Lead Manager since
02-Sep-08 | | | Bleiberg serves as LMGAAs President and Chief Investment Officer. From 1991 to 2003, he served as a Managing Director and Chairman of the Global Equity Strategy Group at Credit Suisse Asset Management. From 2003 to 2006, he served as SBFMs head of global investment strategy. |
| 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 |
|
| |
| The investment seeks the highest total return. The fund invests in a combination of underlying funds representing a variety of asset classes and investment styles. It is managed to the specific target date included in its name. |
| Last Dividend
(30-Dec-09):
| 0.40 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 43.70% |
|
| Expense | LMRPX | Category
Avg | | Total Expense Ratio: | 1.15%
| 0.64% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.07% | | Max Deferred Sales Load: | %
| 2.45% | | 3 Yr Expense Projection*: |
$2,250 | $909 | | 5 Yr Expense Projection*: |
$N/A | $1,189 | | 10 Yr Expense Projection*: |
$N/A | $2,275 |
|
|
0.05 (0.45%)
