Legg Mason Partners (SESIX)
General Fund Information
Legg Mason Partners
100 Light Street  
Baltimore MD 21202-1099
(877) 534-4627
www.leggmason.com
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
Type:Balanced
Expenses:2.00%
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:-
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: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance12/31/17
  Fund Return Percentile Rank *
Year to date: 15.33% 57
1 Year: 15.33% 57
Annualized returns:
3 Year: 5.47% 76
5 Year: 8.09% 71
10 Year: 4.55% 84
Since inception: 6.97% 67
Inception date: 02/02/87  
Bear Market: -11.28%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
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
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%