Legg Mason Partners Investors Value B
Legg Mason & Co., LLC 55 Water Street, 32nd Floor
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Phone: 800-451-2010
| Category: | Large Value | | Fund Family: | Legg Mason Partners | | Net Assets: | 14.41M | | Year-to-Date Return: | -30.43% | | Yield: | 0.92% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-95 |
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Robert Feitler
Lead Manager since
31-Dec-95 | | | Feitler is a managing director of ClearBridge and had been a director since 2003 until he assumed his current position in 2005. From 2000 to 2002, he was a vice president and research analyst. He joined ClearBridge and or its affiliates in 1995 and has over 13 years of investment experience. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term growth of capital; current income is a secondary objective. The fund invests primarily in common stocks of established US companies. The fund may invest in other equity securities, and in debt securities to a lesser degree. |
| Last Dividend
(30-Sep-08):
| 0.02 | | Last Cap Gain
(19-Jun-08):
| 0.43 | | Annual Holdings Turnover
| 14.00% | | Average for Category:
| 60.91% |
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| Expense | SBINX | Category
Avg | | Total Expense Ratio: | 1.61%
| 1.28% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 5.00%
| 2.66% | | 3 Yr Expense Projection*: |
$811 | $591 | | 5 Yr Expense Projection*: |
$981 | $885 | | 10 Yr Expense Projection*: |
$1,719 | $1,741 |
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5.56% Nasdaq 
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