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Morningstar

ClearBridge Large Cap Value I SAIFX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 37.54  /  0.08 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.560%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.35%
  • Turnover 17%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:20 PM GMT+00:00

Morningstar’s 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.

Performing as expected.

Senior Analyst

Summary

| by Jack Shannon

Veteran leadership and consistent execution of a sound process focused on downside protection result in Morningstar Analyst Ratings of Silver through Neutral for ClearBridge Large Cap Value, depending on share class fees.

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