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Legg Mason Brandywine Fundamental Value U.S. Equity Fund
- Institutional Series
Fact Sheet
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Performance
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Portfolio Holdings
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Top 10 Holdings
Investment Objectives
This fund’s fundamental investment objective is to provide unitholders with long term capital growth by adhering to a traditional value style investment philosophy by investing primarily in common stocks of public companies based primarily in the United States.
Fund Facts
| Type of Fund |
U.S equity fund |
| Benchmark |
Russell 1000 Value Index (C$) |
| Eligibility |
Eligible for RRSPs, RRIFs, RESPs, RDSPs and DPSPs |
| Portfolio Advisor |
Legg Mason Canada Inc., the manager and portfolio adviser of the Fund, has appointed Brandywine Global Investment Management, LLC as portfolio sub-adviser to manage the Fund's portfolio. |
| Trust Created |
Institutional Series units – November 18, 2002 |
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