Legg Mason Partners All Cap 1
Legg Mason & Co., LLC 125 Broad Street, 10th Floor, Mf-2
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Phone: 800-451-2010
| Category: | Large Growth | | Fund Family: | Legg Mason Partners | | Net Assets: | 235.37M | | Year-to-Date Return: | -21.34% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Feb-07 |
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Jay Leopold
Lead Manager since
02-Feb-07 | | | Leopold joined Legg Mason in 1986 and Legg Mason Capital Management in 1995. He is responsible for managing the All Cap product along with Kyle Legg, and is the Assistant Portfolio Manager of the Legg Mason American Leading Companies Trust mutual fund. In addition, Leopold works closely with Bill Miller and Kyle Legg in managing Mid-Cap separate accounts. Leopold 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 long-term capital growth. The fund invests primarily in equity securities of companies of any size that offer the potential for capital growth. It does not have specific market capitalization parameters, allowing the manager greater flexibility to identify investment opportunities. The manager follows an intrinsic value discipline in selecting securities and seeks to purchase securities trading at large discounts to the managers assessment of their estimated value. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 25.00% | | Average for Category:
| 98.32% |
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| Expense | LMGOX | Category
Avg | | Total Expense Ratio: | 0.90%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,121 | $622 | | 5 Yr Expense Projection*: |
$1,321 | $957 | | 10 Yr Expense Projection*: |
$1,895 | $1,889 |
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1.49% Nasdaq 
0.27%
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