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ClearBridge All Cap Value IS LSISX Fund Analysis

| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis LSISX

Will LSISX outperform in future?

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

Weakness in ClearBridge All Cap Value IS's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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