The investment seeks capital appreciation. The fund is a fund of funds-it invests in other mutual funds. It is managed as an asset allocation program and allocates its assets among the funds managed by the manager and its affiliates (underlying funds). The fund organizes its investments in underlying funds into two main asset classes: the equity class and the fixed income class. The portfolio managers will allocate between 70% to 100% of the fund's assets to underlying funds that invest in equity and equity-like strategies and between 0% to 30% of the fund's assets to underlying funds that invest in fixed income strategies. The fund is non-diversified.
Fund filings (PDF) »
Adam Petryk (Started: Jun 14, 2016)
Ellen Tesler (Started: May 30, 2014)
Thomas Picciochi (Started: May 30, 2014)
# Contact ?>
Legg Mason/Western, 100 International Drive, Baltimore, MD 21202, USA