The investment seeks to provide high total return consisting of capital appreciation and current income. The fund invests primarily in common stocks and other equity securities of U.S. companies. The fund targets a 30% investment (normally between 25% and 35%) in fixed income securities, which are primarily investment grade and may be of any maturity. The fund may also invest a portion of its assets in equity and debt securities of foreign issuers.
Fund filings (PDF) »
Ronald Bates (Started: Dec 28, 2006)
Aimee Eudy (Started: May 21, 2012)
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Legg Mason/Western, 100 International Drive, Baltimore, MD 21202, USA