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Morningstar

ClearBridge Small Cap Value C SBVLX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.03  /  1.09 %
  • Total Assets 120.3 Mil
  • Adj. Expense Ratio
    2.100%
  • 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%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 1:42 AM GMT+00:00

Morningstar’s Analysis SBVLX

Will SBVLX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SBVLX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SBVLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SBVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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.

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