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Morningstar

BrandywineGLOBAL Div US Large Value R LBDRX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis LBDRX

Will LBDRX 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 LBDRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LBDRX 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 LBDRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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