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Morningstar

ClearBridge International Growth FI LMGFX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 59.56  /  −0.48 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.93%
  • Turnover 43%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis LMGFX

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

  • People Pillar

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

ClearBridge International Growth FI's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LMGFX

More LMGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

5.32 323.4 Mil
Healthcare

ASML Holding NV

4.67 283.9 Mil
Technology

Industria De Diseno Textil SA Share From Split

3.57 217.3 Mil
Consumer Cyclical

SAP SE

3.38 205.6 Mil
Technology

Canadian Pacific Kansas City Ltd

3.22 195.8 Mil
Industrials

Tokyo Electron Ltd

3.17 192.6 Mil
Technology

London Stock Exchange Group PLC

3.15 191.8 Mil
Financial Services

Lvmh Moet Hennessy Louis Vuitton SE

3.12 189.7 Mil
Consumer Cyclical

Safran SA

2.72 165.7 Mil
Industrials

Nestle SA

2.48 150.6 Mil
Consumer Defensive