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BrandywineGLOBAL Div US Large Value IS LBISX

Quantitative rating as of
NAV / 1-Day Return
20.38  /  0.15 %
Total Assets
178.2 Mil
Adj. Expense Ratio
0.700%
Expense Ratio
0.700%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.04%
Turnover
75%

Morningstar’s Analysis LBISX

Will LBISX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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BrandywineGLOBAL Div US Large Value IS's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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