Morningstar

BrandywineGLOBAL - Diversified US Large Cap Value Fund Class C LBWCX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 23.32  /  +0.30 %
  • Total Assets 112.7M
  • Adj. Expense Ratio
    1.910%
  • Expense Ratio 1.850%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.73%
  • Turnover 57%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:35 AM GMT+0

Morningstar’s Analysis LBWCX

Will LBWCX outperform in the 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 LBWCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BrandywineGLOBAL Div US Large Value C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LBWCX

More LBWCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.03 4M
Financial Services

Exxon Mobil Corp

3.53 4M
Energy

Johnson & Johnson

3.41 4M
Healthcare

Micron Technology Inc

3.38 4M
Technology

Qualcomm Inc

3.01 3M
Technology

Morgan Stanley

2.52 3M
Financial Services

The Goldman Sachs Group Inc

2.41 3M
Financial Services

Alphabet Inc Class A

2.23 2M
Communication Services

The Walt Disney Co

2.04 2M
Communication Services

Bank of America Corp

1.87 2M
Financial Services

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