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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.
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.
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.
This list includes all management costs and other fee information for Legg Mason Funds.
This page includes relevant dividend information on Legg Mason Funds.
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.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Legg Mason Funds.
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||$31,711.30||4.37%||27.68%||0.52%||13.34|
|ClearBridge Large Cap Growth Fund||A (SBLGX)||U.S. Large-Cap Growth Equity||$15,488.35||12.18%||48.57%||1.02%||10.8|
|Western Asset Core Bond Fund||Inst (WATFX)||U.S. Investment-Grade Bond||$15,220.53||5.67%||17.44%||0.54%||13.35|
|Western Asset Institutional Government Reserves||Inst (INGXX)||Money Market||$14,412.42||0.00%||44.42%||0.32%||24.89|
|Western Asset Institutional U.S. Treasury Reserves||A (CIIXX)||Money Market||$10,213.15||0.00%||70.24%||0.32%||18.98|
|ClearBridge Aggressive Growth Fund||A (SHRAX)||U.S. Large-Cap Growth Equity||$6,100.93||-2.42%||92.33%||1.12%||36.54|
|ClearBridge Appreciation Fund||A (SHAPX)||U.S. Large-Cap Blend Equity||$5,911.34||-0.16%||63.84%||0.95%||18.34|
|ClearBridge Dividend Strategy Fund||A (SOPAX)||U.S. Large-Cap Blend Equity||$5,848.55||-3.82%||78.98%||1.04%||10.74|
|Western Asset Managed Municipals Fund||A (SHMMX)||U.S. Investment-Grade Bond||$4,216.48||-3.07%||94.81%||0.66%||15.34|
|ClearBridge Small Cap Growth Fund||A (SASMX)||U.S. Small-Cap Growth Equity||$3,453.09||3.77%||35.24%||1.19%||13.17|
|ClearBridge International Growth Fund||C (LMGTX)||International and Foreign Large-Cap Growth Equity||$2,988.24||7.49%||31.06%||1.91%||6.58|
|Western Asset SMASh Series M Fund||Other (LMSMX)||Intermediate-Term Bond||$2,888.60||2.80%||63.96%||0.02%||6.09|
|Western Asset Institutional Liquid Reserves||Inst (CILXX)||Money Market||$2,645.28||0.00%||5.10%||0.32%||17.34|
|Western Asset SMASh Series EC Fund||Other (LMECX)||High Yield Bond||$2,542.35||-6.46%||57.58%||0.04%||13.35|
|Western Asset Premier Institutional Government Reserves||Other (WACXX)||Money Market||$2,542.18||N/A||N/A||N/A||0.5|
|BrandywineGLOBAL - Global Opportunities Bond Fund||Inst (GOBSX)||Total Bond Market||$2,469.79||0.99%||28.41%||0.58%||13.5|
|Western Asset Intermediate-Term Municipals Fund||A (SBLTX)||U.S. Investment-Grade Bond||$2,290.51||-2.34%||93.15%||0.76%||15.34|
|Western Asset Government Reserves||A (SMGXX)||Money Market||$1,564.79||0.00%||57.07%||0.71%||17.01|
|ClearBridge Mid Cap Fund||A (SBMAX)||U.S. Mid-Cap Blend Equity||$1,558.78||-5.57%||44.93%||1.18%||14.98|
|ClearBridge Value Trust||C (LMVTX)||U.S. Large-Cap Blend Equity||$1,449.54||-5.05%||82.53%||1.74%||9.5|
|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 $171,647M in assets under management. The average expense ratio from all mutual funds is 0.90%. 64.24% 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 10.6 years. The company offers investors 122 mutual funds, in terms of the number of individual fund symbols.
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