The Markets November 27, 2006

Legg Mason Offers ‘R’ Shares for Mutual Funds

Legg Mason has announced it will offer "R" shares for 11 of its mutual funds, effective December 1, 2006.
Reported by

According to a news release, the move means investors in small- to mid-sized retirement plans will have the opportunity to invest in the funds. Legg Mason said in the announcement it already offers share-class pricing options targeted at medium- sized to large retirement plans, as well as micro-market plans.

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According to the announcement, R shares will be offered for the following funds:

  • Legg Mason Value Trust,

  • Legg Mason Opportunity Trust,

  • Legg Mason Growth Trust,

  • Legg Mason Special Investment Trust,

  • Legg Mason International Equity Trust,

  • Legg Mason Partners Aggressive Growth Fund,

  • Legg Mason Partners Large Cap Growth Fund,

  • Legg Mason Partners Appreciation Fund,

  • Legg Mason Small Cap Growth Fund,

  • Legg Mason Partners Core Plus Bond Fund, and

  • Legg Mason Partners Core Bond Fund.

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