Legg Mason Partners Lifestyle All 70% B
Legg Mason & Co., LLC 55 Water Street, 32nd Floor New York, NY 10041
Phone: 800-451-2010
| Category: | Moderate Allocation | | Fund Family: | Legg Mason Partners | | Net Assets: | 59.35M | | Year-to-Date Return: | 1.35% | | Yield: | 2.30% | | 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 long-term growth of capital. The fund invests in the Legg Mason Partners mutual funds which are primarily equity funds. It invests 70% of assets in equity funds and 30% of assets in fixed income funds. The fund allocates 0-20% of assets in Legg Mason Partners Appreciation fund, 0-20% in Legg Mason Partners Fundamental Value fund, 0-20% in Legg Mason Partners Aggressive Growth fund, 0-20% in Legg Mason Value Trust, Inc. It is nondiversified. |
| Last Dividend
(30-Dec-08):
| 0.18 | | Last Cap Gain
(15-Oct-02):
| 0.02 | | Annual Holdings Turnover
| 31.00% | | Average for Category:
| 77.19% |
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| Expense | SGRBX | Category
Avg | | Total Expense Ratio: | 1.46%
| 1.05% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.29% | | Max Deferred Sales Load: | 5.00%
| 2.70% | | 3 Yr Expense Projection*: |
$967 | $639 | | 5 Yr Expense Projection*: |
$1,244 | $968 | | 10 Yr Expense Projection*: |
$2,256 | $1,889 |
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0.09 (0.82%)
