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ClearBridge International Value A SBIEX

Quantitative rating as of
NAV / 1-Day Return
10.04  /  0.40 %
Total Assets
147.0 Mil
Adj. Expense Ratio
1.250%
Expense Ratio
1.250%
Distribution Fee Level
Above Average
Share Class Type
Front Load
Category
Foreign Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
2.98%
Turnover
25%

Morningstar’s Analysis SBIEX

Will SBIEX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit ClearBridge International Value A 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 second-highest quintile among peers.

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