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Legg Mason Private Capital Management 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
To seek to preserve capital and provide substantial and consistent market appreciation by investing primarily in equity securities of small and mid-cap companies based in the United States.
Fund Facts
| Type of Fund |
U.S equity fund |
| Benchmark |
Russell 2000 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 Private Capital Management, L.P. as portfolio sub-adviser to manage the Fund's portfolio. |
| Trust Created |
Institutional Series Units – January 2, 2003 |
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