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ClearBridge Value C LMVTX Fund Analysis

| Quantitative rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis LMVTX

Will LMVTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit ClearBridge Value C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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