The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit ClearBridge Small Cap FI to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 59.17 / 0.63 %
- Total Assets 875.1 Mil
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Adj. Expense Ratio
- Expense Ratio 1.070%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 36%
Morningstar’s Analysis LGASX
Will LGASX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.