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Morningstar

ClearBridge Large Cap Growth R LMPLX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 40.81  /  1.75 %
  • Total Assets 8.9 Bil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 23%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis LMPLX

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

People Pillar

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

Diminished conviction, but still a good option.

Senior Analyst

Summary

| by Jack Shannon

ClearBridge Large Cap Growth benefits from a capable management team, but decreased confidence in the differentiation of its approach drops its Process Rating to Average. Its Morningstar Analyst Rating falls to Bronze and Neutral, depending on share class fees.

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