ClearBridge Large Cap Value’s skilled, veteran leadership team executes a sound process that excels in protecting investors’ capital on the downside; it earns Morningstar Analyst Ratings of Silver through Neutral, depending on share class fees.
ClearBridge Large Cap Value A SINAX
NAV / 1-Day Return
37.96
/
0.68
%
Total Assets
2.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.820%
Expense Ratio
0.820%
Fee Level
Low
Longest Manager Tenure
17.41
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
0.82%
Turnover
22%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Worth it for the downside protection.
