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ClearBridge Small Cap Value C SBVLX

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%

Morningstar’s Analysis SBVLX

Will SBVLX outperform in future?

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

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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