The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit ClearBridge International Value I to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 10.21 / 0.78 %
- Total Assets 158.7 Mil
Adj. Expense Ratio
- Expense Ratio 0.900%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Foreign Large Value
- Investment Style Large Value
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 7.55%
- Turnover 29%
Morningstar’s Analysis SBIYX
Will SBIYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.