Back to homepageInstitutional ReportsSRI Financial Professionals DirectoryToolsNewsSRI Performance and TrendsAbout Us   
Mutual Fund Center

Legg Mason Partners (SESIX)
General Fund Information
100 Light Street Baltimore, MD 21202-1099
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$0.6

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:30.79
Avg. P/B:7.02
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 Issues02/28/18
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 Performance02/28/18
Year to date: 1.20%
Year to date: 1.20%
1 Year: 12.37%
Annualized returns:
3 Year: 5.13%
5 Year: 7.55%
10 Year: 5.35%
Since inception: 6.97%
Inception date: 02/02/87
Bear Market: -11.28%
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR:-2.23
Alpha 5YR:-2.13
Beta 3YR:0.67
Beta 5YR:0.68
R. Squared 3YR:92.75
R. Squared 5YR:93.83
Sharpe 3YR:0.66
Sharpe 5YR:1.06
Std. Dev. 3YR:6.83
Std. Dev. 5YR:6.83
Sectors Pie Chart 
Sector Distribution Chart


| Reports | SRI Financial Professionals Directory | Tools | News | SRI Performance and Trends | About Us | Contact
© SRI World Group, Inc. - All rights reserved
Terms of use - Privacy Policy - OneReportTM Network