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BrandywineGLOBAL Div US Large Value R LBDRX

Quantitative rating as of
  • NAV / 1-Day Return 18.60  /  0.22 %
  • Total Assets 189.3 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.410%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.38%
  • Turnover 62%

Morningstar’s Analysis LBDRX

Will LBDRX outperform in future?

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

Summary

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BrandywineGLOBAL Div US Large Value R's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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