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ClearBridge Value C LMVTX

Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 89.13  /  0.36 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.740%
  • 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.

Summary

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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.

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