Legg Mason ClearBridge Investors Val I
Legg Mason Partners Equity Trust 55 Water Street, 32nd Floor New York, NY 10041
Phone: 888-425-6432
| Category: | Large Value | | Fund Family: | Legg Mason/Western | | Net Assets: | 357.68M | | Year-to-Date Return: | -2.76% | | Yield: | 2.35% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-88 |
|
Robert Feitler
Lead Manager since
31-Dec-95 | | | Robert Feitler, Jr. Managing Director, Portfolio Manager 14 years of investment industry experience Joined a predecessor organization in 1995 Footwear Industry - Financial analysis, accounting, and merchandising Marine Bank - Commercial Credit Analyst MBA in Finance from the University of Wisconsin BA in Economics from Haverford College |
| 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 |
|
| |
| The investment seeks long-term growth of capital; current income is a secondary objective. The fund invests primarily in common stocks of established US companies. The fund may invest in other equity securities, and in debt securities to a lesser degree. |
| Last Dividend
(29-Dec-09):
| 0.02 | | Last Cap Gain
(19-Jun-08):
| 0.43 | | Annual Holdings Turnover
| 20.00% | | Average for Category:
| 69.44% |
|
| Expense | SAIFX | Category
Avg | | Total Expense Ratio: | 0.61%
| 1.28% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.46% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$195 | $599 | | 5 Yr Expense Projection*: |
$340 | $934 | | 10 Yr Expense Projection*: |
$762 | $1,838 |
|
|
0.19 (1.25%)
