LEGG MASON AFFILIATE-MANAGED FUNDS WIN 2018 LIPPER AWARDS
FOUR PRESTIGIOUS LIPPER AWARDS – THE POWER OF DIVERSE EXPERTISE
Three of our affiliate-managed funds have been named winners of the 2018 Thomson Reuters Lipper Fund Awards – an affirmation of investment excellence, recognizing mutual funds that have demonstrated consistent, strong risk-adjusted returns against their peers.
Our Award-Winning Mutual Funds
Strong Strategies To Help Reach Clients’ Goals
I (SMYIX) 1
Best among 138 Global Multi-Cap Core Funds for the 3-year period ending 11/30/17.
This strategy seeks long term capital growth by investing anywhere in the world, both U.S. and non-U.S., and in any capitalization range, with a focus on large cap stocks
Royce International Premiere Fund
Investment (RIPNX) 2
Best among 148 International Small/Mid-Cap Growth Funds for the 3-year period ending 11/30/17.
This strategy seeks to identify companies with notable strengths in industry structure, competitive positioning, operational efficiency, financial track record, and corporate governance.
Core Bond Fund
I (WATFX) 3 and IS (WACSX) 4
Best among 414 Core Bond Funds for the 3-year period, and 386 Core Bond Funds for the 5-year period respectively ending 11/30/17.
This strategy seeks to maximize total return from a high quality, U.S. dollar denominated core fixed-income portfolio.
Risk-Adjusted Performance Matters
Lipper Rankings Respected Industry-Wide
Lipper recognition is highly valued by financial professionals like you who have to make important investment decisions – and for good reason: The 2018 Lipper Fund Award winners are selected based on the highest risk-adjusted performance among funds within a given category. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five or 10 years. 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. Other share classes may have different performance characteristics. Past performance is no guarantee of future results.
Legg Mason Affiliate-Managed Funds Win 2018 Thomson Reuters Lipper Fund Awards
Legg Mason, Inc. (NYSE: LM) announces that three affiliate-managed funds have received 2018 Thomson Reuters Lipper Fund Awards.
1 Class I shares (SMYIX): Best among 138 Global Multi-Cap Core Funds for the 3-year period ending 11/30/17 based on risk-adjusted performance.
2 Class I shares (RIPNX): Best among 43 International Small/Mid-Cap Growth Funds for the 3-year period ending 11/30/17 based on risk-adjusted performance
3 Class I shares (WATFX): Best among 414 Core Bond Funds for the 3-year period ending 11/30/17 based on risk-adjusted performance.
4 Class IS shares (WACSX): Best among 386 Core Bond Funds for the 5-year period ending 11/30/17 based on risk-adjusted performance.
From Thomson Reuters Lipper Awards, ©2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.
IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.
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