Legg Mason Lifestyle Income B
Legg Mason & Co., LLC 55 Water Street, 32nd Floor New York, NY 10041
Phone: 800-451-2010
| Category: | Multisector Bond | | Fund Family: | Legg Mason/Western | | Net Assets: | 4.97M | | Year-to-Date Return: | 1.75% | | Yield: | 5.41% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Feb-96 |
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Steven D. Bleiberg
Lead Manager since
31-May-06 | | | 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: | $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 high current income. The fund invests primarily in the Legg Mason affiliated mutual funds. It organizes its investments in underlying funds into two main asset classes: the stock class and the fixed-income class. The fund invests 10% in underlying funds that invest principally in equity securities and 90% in underlying funds that invest principally in fixed-income securities. It is nondiversified. |
| Last Dividend
(29-Jan-10):
| 0.03 | | Last Cap Gain
(26-Jul-00):
| 0.02 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 114.05% |
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| Expense | SCIAX | Category
Avg | | Total Expense Ratio: | 1.85%
| 1.17% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | 4.50%
| 2.51% | | 3 Yr Expense Projection*: |
$932 | $526 | | 5 Yr Expense Projection*: |
$1,202 | $822 | | 10 Yr Expense Projection*: |
$2,222 | $1,643 |
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0.02 (0.20%)
