Top 111 Legg Mason Funds

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Legg Mason Funds

  • Net Assets
  • $162 B
  • Oldest Fund Launched In
  • 1958
  • # of Funds | Share Classes
  • 111   |   410
  • AVG Manager Tenure
  • 9.9 years
  • Expense range
  • 0.0% - 6.4% AVG: 1.0%
  • % of no load funds
  • 62%

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Overview

This is a list of Legg Mason Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Legg Mason Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Legg Mason Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Legg Mason Funds.

Dividend

This page includes relevant dividend information on Legg Mason Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Legg Mason Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Legg Mason Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Legg Mason Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
Western Asset Core Plus Bond Fund Inst (WACPX) U.S. Investment-Grade Bond $29,908.32 14.69% 1.28% 0.52% 12.84
ClearBridge Large Cap Growth Fund A (SBLGX) U.S. Large-Cap Growth Equity $14,917.39 13.45% 29.45% 1.04% 10.3
Western Asset Core Bond Fund Inst (WATFX) U.S. Investment-Grade Bond $12,442.03 8.04% 21.71% 0.53% 12.85
Western Asset Institutional Government Reserves Inst (INGXX) Money Market $9,371.74 0.00% 48.41% 0.32% 24.39
ClearBridge Aggressive Growth Fund A (SHRAX) U.S. Large-Cap Growth Equity $7,273.48 -8.74% 91.84% 1.12% 36.04
Western Asset Institutional U.S. Treasury Reserves A (CIIXX) Money Market $6,701.42 0.00% 90.94% 0.32% 18.48
ClearBridge Dividend Strategy Fund A (SOPAX) U.S. Large-Cap Blend Equity $6,695.78 8.28% 43.04% 1.06% 10.24
ClearBridge Appreciation Fund A (SHAPX) U.S. Large-Cap Blend Equity $6,486.65 15.03% 6.87% 0.97% 17.84
Western Asset Managed Municipals Fund A (SHMMX) U.S. Investment-Grade Bond $5,010.28 4.02% 71.99% 0.70% 14.84
Western Asset Institutional Liquid Reserves Inst (CILXX) Money Market $4,211.10 0.00% 31.34% 0.32% 16.84
ClearBridge Small Cap Growth Fund A (SASMX) U.S. Small-Cap Growth Equity $3,857.98 -2.86% 52.65% 1.19% 12.67
BrandywineGLOBAL - Global Opportunities Bond Fund Inst (GOBSX) Total Bond Market $3,047.27 4.65% 68.08% 0.58% 13.01
Western Asset SMASh Series M Fund Other (LMSMX) Intermediate-Term Bond $2,965.52 5.03% 83.48% 0.03% 5.59
Western Asset Intermediate-Term Municipals Fund A (SBLTX) U.S. Investment-Grade Bond $2,482.43 3.54% 76.90% 0.76% 14.84
ClearBridge International Growth Fund C (LMGTX) International and Foreign Large-Cap Growth Equity $2,455.47 16.48% 22.25% 1.92% 6.08
Western Asset SMASh Series EC Fund Other (LMECX) High Yield Bond $2,290.02 12.71% 0.34% 0.04% 12.85
ClearBridge Mid Cap Fund A (SBMAX) U.S. Mid-Cap Blend Equity $1,873.90 10.40% 18.39% 1.18% 14.48
ClearBridge Value Trust C (LMVTX) U.S. Large-Cap Blend Equity $1,808.69 11.07% 29.30% 1.74% 9.0
ClearBridge Large Cap Value Fund Inst (SAIFX) U.S. Large-Cap Value Equity $1,684.99 5.39% 42.49% 0.52% 15.18
Western Asset Macro Opportunities Fund Inst (LAOIX) Nontraditional Bond $1,636.13 12.37% 2.19% 1.30% 6.17
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

Legg Mason is a company that sells mutual funds with $162,414M in assets under management. The average expense ratio from all mutual funds is 0.98%. 61.71% of all the mutual funds are no load funds. The oldest fund launched was in 1958. The average manager tenure for all managers at Legg Mason is 9.92 years. The company offers investors 111 mutual funds, in terms of the number of individual fund symbols.