The looming retirement of ClearBridge Aggressive Growth’s longtime manager creates uncertainty, downgrading its Morningstar Analyst Rating to Neutral from Silver.
Will LSIFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSIFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LSIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LSIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.