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BrandywineGLOBAL - Small Cap Value I LEGFX

Quantitative rating as of
  • NAV / 1-Day Return 11.15  /  0.81 %
  • Total Assets 15.3 Mil
  • Adj. Expense Ratio
  • Expense Ratio
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield
  • Turnover

Morningstar’s Analysis LEGFX

Will LEGFX outperform in future?

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

Summary

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Weakness in BrandywineGLOBAL - Small Cap Value I's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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