Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Friday, October 10, 2008, 7:59PM ET - U.S. Markets Closed. Dow Down 1.49% Nasdaq Up 0.27%
Legg Mason Partners Global Equity A (CFIPX)On Oct 10: 7.02  Down 0.26 (3.57%)  
MORE ON CFIPX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 31-Aug-08Get Profile for:
Legg Mason Partners Global Equity A
Legg Mason & Co., LLC 125 Broad Street, 10th Floor, Mf-2
Map
Phone: 800-544-5445
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:World Stock
Fund Family:Legg Mason Partners
Net Assets:115.60M
Year-to-Date Return:-16.84%
Yield:0.22%
Morningstar Rating:2 stars
Fund Inception Date:01-Mar-91
MORNINGSTAR STYLE BOX 
World Stock
[View Category Definition]
View Top World Stock Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Michael P. McElroy
Lead Manager since 21-Dec-06
McElroy is a director and senior portfolio managerof Batterymarch Financial Management, Inc. He joined Batterymarch in 2006. He was previously at Citigroup Asset Management in London, where he held senior-level responsibilities related to portfolio management, marketing and client service. McElroy has 17 years of investment experience. McElroy holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION 
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
CFIPX can be purchased from 58 brokerages.
FUND SUMMARY 
The investment seeks long-term capital growth, income is incidental. The fund invests primarily in the common stock of U.S. and non-U.S. issuers, particularly issuers located in countries included in the MSCI World index. It normally invests at least 80% of assets in equity and equity-related securities and at least 40% of asset in non-U.S. issuers. The fund invests primarily in securities with a market capitalization of greater than U.S. $15 billion. It also may invest in securities of any market capitalization, including mid-cap and small-cap securities. The fund may invest up to 10% of net assets in emerging market issuers.
FUND OPERATIONS 
Last Dividend (27-Dec-07): 0.02
Last Cap Gain (13-Dec-07): 0.37
Annual Holdings Turnover 228.00%
Average for Category: 61.53%
FEES & EXPENSES 
ExpenseCFIPXCategory
Avg
Total Expense Ratio:1.33% 1.56%
Max 12b1 Fee:0.25% N/A
Max Front End Sales Load:5.75% 5.27%
Max Deferred Sales Load:0.00% 2.63%
3 Yr Expense Projection*: $1,060$695
5 Yr Expense Projection*: $1,424$1,090
10 Yr Expense Projection*: $2,443$2,150
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials