Legg Mason Special Investment R
100 Light St Baltimore MD 21202
Map
Phone: 888-425-6432
| Category: | Mid-Cap Blend | | Fund Family: | Legg Mason | | Net Assets: | 19.30M | | Year-to-Date Return: | -17.05% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Dec-06 |
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Samuel M. Peters
Lead Manager since
31-Jan-06 | | | Peters currently serves as senior vice president and director of market analysis with Legg Mason, his employer since 2005. Between 1998 and 2005 he worked for Fidelity Management & Research, first as a domestic equity research analyst and then as a portfolio manager. Previously, he was an investment consultant and assistant branch manager at Principal Financial Securities from 1992 to 1997. Peters holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital appreciation. The fund primarily invests in equity securities and securities convertible into equity securities of companies in mid-cap market capitalization similar to companies in the Russell Midcap index or the S&P Midcap 400. It may invest up to 35% of total assets in debt securities rated below investment grade. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 3.29 | | Annual Holdings Turnover
| 51.00% | | Average for Category:
| 90.83% |
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| Expense | LMARX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.35% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$428 | $605 | | 5 Yr Expense Projection*: |
$739 | $957 | | 10 Yr Expense Projection*: |
$1,624 | $1,895 |
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1.49% Nasdaq 
0.27%
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