Legg Mason Permal Tactical Allocation C
Legg Mason Partners Equity Trust 55 Water Street, 32nd Floor New York, NY 10041
Phone: 800-822-5544
| Category: | Moderate Allocation | | Fund Family: | Legg Mason/Western | | Net Assets: | 10.20M | | Year-to-Date Return: | -1.54% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 13-Apr-09 |
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Alexander Pillersdorf
Lead Manager since
13-Apr-09 | | | Pillersdorf is a senior financial analyst and co-portfolio manager with Permal Asset Management Inc. He joined the Permal Group in 2005 as a financial analyst. Prior to joining Permal Group, Pillersdorf was a financial analyst at Houlihan Lokey Howard & Zukin. |
| 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 total return. The fund primarily invests in mutual funds, closed-end funds, exchange-traded funds and fixed income instruments (including exchange-traded notes) as identified by Permal Asset Management Inc. It typically may invest, directly or through underlying funds and ETNs, approximately: 20% to 80% of total assets in equity-related investments, 10% to 60% in fixed income-related investments, 0% to 40% in commodities, real estate assets, infrastructure assets, foreign currencies, hedge fund strategies, and 0 to 40% in cash and cash equivalents. |
| Last Dividend
(30-Dec-09):
| 0.09 | | Last Cap Gain
(10-Dec-09):
| 0.06 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 87.10% |
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| Expense | LPTCX | Category
Avg | | Total Expense Ratio: | 2.50%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 1.00%
| 2.71% | | 3 Yr Expense Projection*: |
$787 | $643 | | 5 Yr Expense Projection*: |
$N/A | $981 | | 10 Yr Expense Projection*: |
$N/A | $1,907 |
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0.09 (0.67%)
