The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit ClearBridge Value C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 89.13 / 0.36 %
- Total Assets 2.0 Bil
Adj. Expense Ratio
- Expense Ratio 1.740%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.34%
- Turnover 52%
Morningstar’s Analysis LMVTX
Will LMVTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.