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ClearBridge All Cap Value A SHFVX Fund Analysis

| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis SHFVX

Will SHFVX outperform in future?

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

Weakness in ClearBridge All Cap Value A's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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