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Morningstar

BrandywineGLOBAL Alternative Credit IS LMAMX Fund Analysis

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

Morningstar’s Analysis LMAMX

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

  • People Pillar

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

Increased confidence in BrandywineGLOBAL Alternative Credit IS's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Medalist Rating to Neutral from Negative.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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