BrandywineGLOBAL Div US Large Value C's Average People Pillar and Process Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist 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 highest quintile among peers.
- NAV / 1-Day Return 16.96 / 2.23 %
- Total Assets 175.9 Mil
-
Adj. Expense Ratio
1.850%
- Expense Ratio 1.910%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.66%
- Turnover 62%
Morningstar’s Analysis LBWCX
Will LBWCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 230
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
iShares Russell 1000 Value ETF
1.87
3,364,946
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