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ClearBridge All Cap Value C SFVCX

Quantitative rating as of
NAV / 1-Day Return
11.03  /  0.90 %
Total Assets
1.5 Bil
Adj. Expense Ratio
1.840%
Expense Ratio
1.860%
Distribution Fee Level
Above Average
Share Class Type
Level Load
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.44%
Turnover
28%

Morningstar’s Analysis SFVCX

Will SFVCX outperform in future?

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

Summary

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Weakness in ClearBridge All 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 highest quintile among peers.

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