Legg Mason American Leading Co Instl
100 Light St Baltimore MD 21202
Map
Phone: 888-425-6432
| Category: | Large Blend | | Fund Family: | Legg Mason | | Net Assets: | 24.35M | | Year-to-Date Return: | -20.11% | | Yield: | 0.56% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Jun-01 |
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David E. Nelson
Lead Manager since
09-Mar-98 | | | Nelson is a senior vice president and portfolio manager with Legg Mason Capital Management, his employer since rejoining the firm in 1998. From October 1989 to March 1998, he was principal, portfolio manager and director of research with Investment Counselors of Maryland. He initially served Legg Mason from 1982 to 1989 as a senior research analyst and subsequently became director of research in 1985. Nelson holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation and current income. The fund normally invests at least 80% of net assets in common stocks of Leading Companies that are tied economically to the United States. It may invest up to 75% of equities it holds in companies with a recent history of paying dividends. The fund may invest up to 20% of assets in foreign securities and up to 20% of assets in debt securities of any maturity of both foreign and domestic issuers. |
| Last Dividend
(19-Jun-08):
| 0.11 | | Last Cap Gain
(19-Jun-08):
| 0.05 | | Annual Holdings Turnover
| 28.00% | | Average for Category:
| 71.30% |
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| Expense | LGAMX | Category
Avg | | Total Expense Ratio: | 0.78%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$252 | $577 | | 5 Yr Expense Projection*: |
$439 | $877 | | 10 Yr Expense Projection*: |
$978 | $1,739 |
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1.49% Nasdaq 
0.27%
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