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Morningstar

ClearBridge Large Cap Value A SINAX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 37.66  /  0.66 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.14%
  • Turnover 17%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis SINAX

Will SINAX 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 SINAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SINAX 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 SINAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Performing as expected.

Senior Analyst

Summary

| by Jack Shannon

Veteran leadership and consistent execution of a sound process focused on downside protection result in Morningstar Analyst Ratings of Silver through Neutral for ClearBridge Large Cap Value, depending on share class fees.

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