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Legg Mason U.S. Value 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 invest primarily in common shares of companies based in the United States that the portfolio advisor views as undervalued and that offer potential for above average total returns in the form of capital gains over a longer term. A portion of the fund may invest in large foreign companies traded on non-U.S. exchanges.
Fund Facts
| Type of Fund |
U.S equity fund |
| Benchmark |
S&P 500 Total Return 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 Legg Mason Capital Management, Inc. as portfolio sub-adviser to manage the Fund's portfolio. |
| Trust Created |
Institutional Series units – October 20, 2000 |
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