Weakness in ClearBridge Small Cap Value C's Process and People Pillar ratings limits this strategy 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.
- NAV / 1-Day Return 12.03 / 1.09 %
- Total Assets 120.3 Mil
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Adj. Expense Ratio
- Expense Ratio 2.100%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 44%
Morningstar’s Analysis SBVLX
Will SBVLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.