Legg Mason Batterymarch Emerging Markets Trust

Our goal1

Long-term capital appreciation

What we invest in

The Fund's invest substantially all of its net assets in equity or convertible securities of emerging-market issuers in Asia, Latin America, the Indian Subcontinent, Southern and Eastern Europe, the Middle East and Africa, although it might not invest in all these markets at all times.

Our approach

The Fund's managers identify stocks with strong growth prospects and reasonable valuations through a unique strategy that combines quantitative valuation disciplines and traditional fundamental analysis. The strategy's quantitative component ranks stocks in a universe of about 1,000 issues by their relative attractiveness on a daily basis. Fundamental analysis is based on traditional "on-the-ground" research, including visits to companies.

What should I know before investing?

Equity securities are subject to price fluctuation and possible loss of principal. International investments are subject to special risks including currency fluctuations, as well as social, economic and political uncertainties, which could increase volatility. These risks are magnified in emerging markets. Potential active and frequent trading may result in higher transaction costs and increased investor liability.

Additional risks may include those risks associated with investing in fixed income securities. Please see the prospectus for more information.

Meet your Batterymarch manager

David Lazenby, CFA, with 23 years of investment experience, leads the team that manages your Fund.

He's part of the investment team at Batterymarch, a pioneer in quantitative equity management. For over 41 years, Batterymarch has used innovative strategies to invest across the world's markets. Batterymarch offers investors a wide selection of core and specialized products using their proprietary investment approach.

Legg Mason's unique structure provides you with access to this specialized expertise, offering a powerful portfolio of solutions through our independent investment management firms.

Lipper Rankings

Category: Emerging Markets Funds

Rankings Details >

Symbols

CLASSNASDAQCUSIP
ALMRAX52465U839
CLMEMX52465U508
FILGFMX52465C201
ILGEMX52465U607
ISLGMSX52465U862




Prior to October 5, 2009, the Fund was known as Legg Mason Emerging Markets Trust. The Fund's investment objective, portfolio managers and investment strategy have not changed. Please see the prospectus for details.

Morningstar ratings are only shown for those funds that have achieved a 4 or 5 star rating.

1There is no guarantee that the Fund’s objective will be met.

Information on Sales Charges, Breakpoints, Sales Charge Waivers and Exchanges
Click here for more information about:
Class A shares:
- what are the front-end sales loads charged on the purchase of Class A shares
- how to qualify for reduced sales charges or breakpoints
- what kinds of accounts can be combined to qualify for reduced sales charges
- what waivers of front-end sales charges are available
Class C shares:
- what are the contingent deferred sales charges payable upon redemption
- what waivers of deferred sales charges are available
Exchange privileges:
- which funds are exchangeable
- what conditions are applicable
Other share classes may be available for which sales charges, breakpoints, sales charge waivers and exchanges may differ. Please speak to a financial professional or click on the link above.
 
Exchange Privileges: Many mutual funds that charge front-end sales loads offer a discount on the sales loads for a large investment. The investment levels required to obtain a reduced sales load are commonly referred to as "breakpoints." Typically, you may be entitled to a lower front-end load based on a single transaction if the dollar amount exceeds one or more breakpoints. In addition, some funds offer discounts based on purchases made over time, under a right of accumulation or letter of intent. The criteria for breakpoints for each mutual fund are set out in the fund prospectus and statements of additional information. FINRA issued an Investor Alert to ensure that investors better understand how breakpoints work and what you may need to know to make sure that, should you purchase shares eligible for breakpoints, you are charged the lowest possible front-end sales charge. Visit the FINRA Website to read the FINRA Investor Alert.

Diversification does not assure a profit or protect against market loss.

INVESTMENT PRODUCTS: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

All investments involve risk, including possible loss of principal.

Investors should consider a fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about a fund. To obtain a free prospectus, please view the product specific page on this website and click on the prospectus link. An investor should read the prospectus carefully before investing.

All investment managers mentioned are subsidiaries of Legg Mason, Inc. Legg Mason Investor Services, LLC, is a subsidiary of Legg Mason, Inc.

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