SubadvisorBrandywine Global Investment Management, LLC
T. Rowe Price & Associates, Inc.
Morningstar CategoryLarge Cap Value
- Henry F. Otto | Brandywine Global Investment Management, LLC | Managed the fund since January 2010
- Joseph J. Kirby | Brandywine Global Investment Management, LLC | Managed the fund since January 2010
- Steven M. Tonkovich | Brandywine Global Investment Management, LLC | Managed the fund since January 2010
- John D. Linehan, CFA | T. Rowe Price & Associates, Inc. | Managed the fund Since September 2017
This Fund seeks to achieve long-term growth of capital and income by investing primarily in a diversified portfolio of equity securities of larger, well-established companies.
The Fund invests primarily in stocks of companies that the subadvisers believe are undervalued in the marketplace. While the Fund does not limit its investments to issuers in a particular capitalization range, the subadvisers currently focus on securities of larger size companies. The Fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks, securities convertible into stocks, and other securities, such as warrants and stock rights, whose value is based on stock prices.
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The Fund’s Principal Risks include - Bank Loans Risk, Below Investment Grade Fixed Income Securities Risk, Cash Position Risk, Convertible Securities Risk, Credit Risk, Defaulted and Distressed Securities Risk, Derivatives Risk, Dollar Roll and Reverse Repurchase Agreement Transaction Risk, Equity Securities Risk, Fixed Income Securities Risk, Foreign Investment; Emerging Markets; Currency Risk, Frequent Trading/Portfolio Turnover Risk, Growth Company Risk, Large Company Risk, Leveraging Risk, Liquidity Risk, Management Risk, Market Risk, Mortgage-and Asset-Backed Securities Risk, Preferred Stocks Risk, Quantitative Models Risk, Repurchase Agreement Risk, Restricted Securities Risk, Risk of Investment in Other Funds or Pools Risk, Sector Risk, Small and Mid-Cap Company Risk, Sovereign Debt Obligations Risk, U.S. Government Risk, Valuation Risk, Value Company Risk, When-Issued, Delayed Delivery, TBA and Forward Commitment Transaction Risk. Please refer to the summary prospectus (via the link below or by sending an email to email@example.com) for more information on the specific risks.