Batterymarch US Sm Cap Eq Inst
100 Light St 29th Floor Baltimore MD 21202
Map
Phone: 888-425-6432
| Category: | Small Blend | | Fund Family: | Legg Mason | | Net Assets: | 248.25M | | Year-to-Date Return: | -7.96% | | Yield: | 0.13% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Mar-00 |
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Yu-Nien Ko
Lead Manager since
01-Aug-06 | | | Ko is a co-director and senior portfolio manager and is dually employed by Batterymarch and TIMCO. He joined TIMCO on February 1, 2006, joined Batterymarch in 2000 as a quantitative analyst and was promoted to portfolio manager in 2003 and co-director and senior portfolio manager of the US investment team in 2006. Ko has eight years of investment experience. Ko holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | 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 appreciation. The fund usually invests at least 80% of net assets in equity securities of companies with small market capitalizations. It invests in companies that are domiciled, or have their principal activities in the United States. The fund may also invest up to 5% of portfolio in fixed-income securities rated below investment-grade. |
| Last Dividend
(19-Jun-08):
| 0.01 | | Last Cap Gain
(19-Jun-08):
| 0.07 | | Annual Holdings Turnover
| 85.00% | | Average for Category:
| 92.45% |
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| Expense | LMSIX | Category
Avg | | Total Expense Ratio: | 0.79%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$252 | $589 | | 5 Yr Expense Projection*: |
$439 | $962 | | 10 Yr Expense Projection*: |
$978 | $1,922 |
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0.29% Nasdaq 
0.14%
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