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Legg Mason Partners (SESLX)
General Fund Information
100 Light Street Baltimore, MD 21202-1099
(877) 534-4627www.leggmason.com
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$12.0

Account min.:$1,000
Reinvest. min.:$50
IRA account min.:$250
IRA reinvest min.:50.00
Type:Balanced
Expenses:2.00%
Max. defer. load:1.00%
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:-
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:-
Nuclear power:
Alcohol, tobacco & gambling:X/X/X
Other:

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% 
Energy0.98% 
Finance20.54% 
Miscellaneous13.10% 
Transportation3.96% 
Utilities7.61% 
Fund Performance12/31/17
Year to date: 15.47%
Year to date: 15.47%
1 Year: 15.47%
Annualized returns:
3 Year: 5.63%
5 Year: 8.36%
10 Year: 4.83%
Since inception: 6.28%
Inception date: 05/05/93
Bear Market: -11.10%
Bear Market Period:     —    
MPT Statistics12/31/17
Alpha 3YR:-1.90
Alpha 5YR:-1.99
Beta 3YR:0.67
Beta 5YR:0.68
R. Squared 3YR:92.65
R. Squared 5YR:93.58
Sharpe 3YR:0.75
Sharpe 5YR:1.22
Std. Dev. 3YR:6.62
Std. Dev. 5YR:6.62
Sectors Pie Chart 
Sector Distribution Chart

 

 
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