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ClearBridge Large Cap Value 1 LCLIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis LCLIX

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

  • People Pillar

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

A new comanager but the same trusted process.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

A well-telegraphed comanager change on ClearBridge Large Cap Value should not alter the strategy’s time-tested, quality-first approach. It remains a compelling option in the large-value Morningstar Category.

by Jack Shannon
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