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Morningstar

ClearBridge Large Cap Value I SAIFX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
32.07  /  1.12 %
Total Assets
2.5 Bil
Adj. Expense Ratio
0.560%
Expense Ratio
0.560%
Fee Level
Below Average
Longest Manager Tenure
18.09 years
Category
Large Value
Investment Style
Large Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.48%
Turnover
22%

Morningstar’s Fund Analysis SAIFX

Will SAIFX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SAIFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SAIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SAIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Worth it for the downside protection.

Analyst

Summary

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ClearBridge Large Cap Value’s skilled, veteran leadership team executes a sound process that excels in protecting investors’ capital on the downside; it earns Morningstar Analyst Ratings of Silver through Neutral, depending on share class fees.

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