Legg Mason Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-1.216.8012.16-2.4813.03
    Category Average0.105.9112.94-2.2112.89
    Assets for Each Yr*88.7394.00109.07106.98127.39
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 13.03 7.54 5.63

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $127,387 mil $1,000 29.52 70.48
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 39.04 1.13 Average
    International Stock 2.8 2.63 1.23 Average
    Municipal Bond 3.0 8.58 0.85 Average
    Taxable Bond 4.5 22.04 1.06 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    ClearBridge Aggressi Richard A. Freeman 23.10
    ClearBridge Mid Cap Brian M. Angerame 14.40
    ClearBridge Apprecia Scott Glasser 13.90
    ClearBridge Large Ca Robert Feitler 13.70
    Western Asset Interm David T. Fare 13.40

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    ClearBridge Small Ca Albert Grosman 0.20
    BrandywineGLOBAL Glo David F. Hoffman 0.50
    Martin Currie SMA-Sh Kim Catechis 0.80
    Martin Currie Emergi Kim Catechis 1.50
    Western Asset Mortga S. Kenneth Leech 2.00