Legg Mason WA Core Plus Bond A
Legg Mason & Co., LLC 55 Water Street, 32nd Floor New York, NY 10004
Phone: 800-451-2010
| Category: | Intermediate-Term Bond | | Fund Family: | Legg Mason/Western | | Net Assets: | 138.35M | | Year-to-Date Return: | 1.92% | | Yield: | 3.84% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Sep-84 |
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Carl Eichstaedt
Lead Manager since
10-Feb-06 | | | Eichstaedt is portfolio manager with Western Asset Management, his employer since 1994. Prior to joining the firm, he was a portfolio manager for Harris Investment Management. He was also a portfolio manager with Pacific Investment Management from 1992-1993. From 1990-1992, he was director of fixed income at Security Pacific Investment Managers.He has over 22 years of investment experience, Eichstaedt holds the Chartered Financial Analyst designation. |
| 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 maximum total return consisting of capital appreciation and income, consistent with the preservation of capital. The fund primarily invests in investment-grade fixed-income securities of U.S. issuers, including government obligations, corporate debt, and mortgage-backed securities. It may invest up to 20% of assets in below investment-grade securities and in securities issued by foreign issuers. |
| Last Dividend
(29-Jan-10):
| 0.04 | | Last Cap Gain
(24-Aug-87):
| 0.01 | | Annual Holdings Turnover
| 51.00% | | Average for Category:
| 231.70% |
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| Expense | SHMGX | Category
Avg | | Total Expense Ratio: | 1.01%
| 0.95% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.25%
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$750 | $454 | | 5 Yr Expense Projection*: |
$993 | $711 | | 10 Yr Expense Projection*: |
$1,690 | $1,437 |
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0.02 (0.16%)
