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| 2005 | 2006 | 2007 | 2008 | 2009 |
2009 Lipper Fund Awards
Legg Mason Partners New York Municipals Fund, Class I (SNPYX)
Best among 96 New York Municipal Debt Funds for three years as of 12/31/08.
Legg Mason Partners Pennsylvania Municipals Fund, Class A (SBPAX)
Best among 48 Pennsylvania Municipal Debt Funds for three years as of 12/31/08.
2008 Lipper Fund Awards
Legg Mason/Western Asset was named a Top Fund Family 2008 – ranked 5th out of 640 fund families for having the most number of awards.
Legg Mason Partners Managed Municipals Fund, Class 1 (SMMOX)*
Best among 210 general municipal debt funds for three years as of 12/31/07
Legg Mason Partners Municipal High Income Fund, Class A (STXAX)
Best among 81 high yield municipal debt funds for three years as of 12/31/07
Legg Mason Partners Pennsylvania Municipals Fund, Class A (SBPAX)
Best among 51 Pennsylvania municipal debt funds for three years as of 12/31/07
Legg Mason Partners Massachusetts Municipals Fund, Class A (SLMMX)
Best among 51 Massachusetts municipal debt funds for three years, and best among 49 funds for five years as of 12/31/07
Legg Mason Partners New Jersey Municipals Fund, Class A (SHNJX)
Best among 42 New Jersey municipal debt funds for five years as of 12/31/07
Western Asset Inflation Indexed Plus Bond Portfolio, Institutional Class (WAIIX)
Best among 92 Treasury Inflation Protected Securities funds for three years as of 12/31/07
Western Asset Intermediate Bond Portfolio, Institutional Class (WATIX)
Best among 104 short-intermediate investment grade debt funds for five years as of 12/31/07
2007 Lipper Fund Awards
Legg Mason Partners Florida Municipals Fund Class A (SBFLX)**
Best among 17 Florida municipal debt funds for 5 years as of 12/31/06
Legg Mason Partners Aggressive Growth Fund Institutional Class (SAGYX)
Best among 72 multi-cap growth funds for 10 years as of 12/31/06
Western Asset Intermediate Bond Portfolio, Institutional Class (WATIX)
Best among 47 short-intermediate investment grade debt funds for 3 years and best among 43 short-intermediate investment grade debt funds for 5 years as of 12/31/06
Royce Value Fund, Service Class (RYVFX)
Best among 191 small-cap core funds for 5 years as of 12/31/06
Royce Opportunity Fund, Investment Class (RYPNX)
Best among 35 small-cap value funds for 10 years as of 12/31/06
2006 Lipper Fund Awards
Legg Mason Growth Trust, Primary Class (LMGTX)***
Best among 465 large-cap growth funds for 5 years ended 12/31/05
Legg Mason Opportunity Trust, Institutional Class (LMNOX)
Best among 262 multi-cap growth funds for 5 years ended 12/31/05
Legg Mason Maryland Tax-Free Income Trust, Primary Class (LMMCX)***
Best among 15 Maryland municipal debt funds for 10 years ended 12/31/05
Royce Low-Priced Stock Fund, Investment Class (RYLPX)
Best among 82 small-cap core funds for 10 years as of 12/31/05
2005 Lipper Fund Awards
Legg Mason Growth Trust, Primary Class (LMGTX)***
Best among 404 large cap growth funds for 5 years as of 12/31/04
Legg Mason Opportunity Trust, Institutional Class (LMNOX)
Best among 329 multi-cap growth funds for 3 years and best among 217 funds for 5 years as of 12/31/04
Western Asset Intermediate Bond Portfolio, Institutional Class (WATIX)
Best among 87 short intermediate investment grade debt funds for 5 years as of 12/31/04
Western Asset Core Plus Bond Portfolio, Institutional Class (WACPX)
Best among 253 intermediate investment grade debt funds for 5 years as of 12/31/04
Western Asset Core Bond Portfolio, Institutional Class (WATFX)
Best among 87 intermediate investment grade debt funds for 10 years as of 12/31/04
Royce Low-Priced Stock (RYLPX)
Best among 77 small cap core funds for 10 years as of 12/31/04
Past performance is no guarantee of future results. The Lipper Fund Awards winners are selected using the Lipper Leader rating for consistent returns for funds with at least 36 months of performance history as of the end of the evaluation year. Awards are presented for the highest Lipper Leader for Consistent Return within each eligible classification over 3, 5 or 10 years. Lipper ratings for Consistent Return reflect funds' historical risk-adjusted returns, adjusted for volatility, relative to peers. The ratings are subject to change every month, and are based on an equal-weighted average of percentile ranks for the Consistent Return metric over 3-, 5-, and 10-year periods (if applicable). The awards incorporate risk-adjusted performance data as of the previous December 31. A high Lipper rating does not necessarily imply that a fund had the best total performance or that the fund achieved positive results for that period. Lipper Inc. is a major independent mutual fund tracking organization.
The Top Fund Family designation is for those fund companies with the highest number of Lipper Awards over those time periods. The Legg Mason Partners Funds and the Western Asset Funds are fund families managed by investment firms that are subsidiaries of Legg Mason, Inc.
* Class 1 shares may only be purchased by existing shareholders.
** Please note this Fund is no longer operating.
*** Primary Class shares are now Class C shares
An investor should consider a fund's investment objectives, risks, charges and expenses carefully before investing. For a free prospectus, which contains this and other information on any Legg Mason fund, visit www.LeggMason.com/IndividualInvestors. An investor should read the prospectus carefully before investing.
Legg Mason Investor Services, LLC, Western Asset Management Company, ClearBridge Advisors, Legg Mason Capital Management LLC and Royce & Associates LLC are subsidiaries of Legg Mason, Inc.