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.
Fund BasicsReturn to Top
The Fund’s Principal Risks include - Cash Position Risk, Convertible Securities Risk, Derivative Risk, Equity Securities Risk, Foreign Investment Risk; Emerging Markes Risk; Currency Risk, Large Company Risk, Liquidity Risk, Management Risk, Market Risk, Valuation Risk, Value Company Risk. Please refer to the summary prospectus (via the link below or by sending an email to firstname.lastname@example.org) for more information on the specific risks.