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Legg Mason Partners (SESIX)
General Fund Information
100 Light Street Baltimore, MD 21202-1099
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$0.7

Account min.:$1,000
Reinvest. min.:$50
IRA account min.:$250
IRA reinvest min.:50.00
Max. defer. load:5.00%
Max. front load:0.00%
Avg. P/E:30.46
Avg. P/B:7.14
Avg. YTM:5.00
Avg. Coupon Rate:5.20
Fund Description
This back load fund seeks high total return consisting of capital appreciation and current income by investing in a combination of equity and fixed-income securities of issuers who demonstrate a positive awareness of their impact on society.
Social Issues12/31/17
Shareholder activism:YES
Community investment:-
Human rights:P
Products and Services:P
Animal testing:-
Nuclear power:
Alcohol, tobacco & gambling:X/X/X

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries5.67% 
Cap. Goods & Tech.14.27% 
Consumer Cyclicals11.13% 
Consumer Non-Cyclicals22.73% 
Fund Performance12/31/17
Year to date: 15.33%
Year to date: 15.33%
1 Year: 15.33%
Annualized returns:
3 Year: 5.47%
5 Year: 8.09%
10 Year: 4.55%
Since inception: 6.97%
Inception date: 02/02/87
Bear Market: -11.28%
Bear Market Period:     —    
MPT Statistics12/31/17
Alpha 3YR:-2.02
Alpha 5YR:-2.22
Beta 3YR:0.67
Beta 5YR:0.68
R. Squared 3YR:92.35
R. Squared 5YR:93.43
Sharpe 3YR:0.73
Sharpe 5YR:1.18
Std. Dev. 3YR:6.61
Std. Dev. 5YR:6.61
Sectors Pie Chart 
Sector Distribution Chart


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