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Morningstar

ClearBridge Large Cap Value C SINOX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 39.63  /  +0.18 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.50%
  • Turnover 18%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis SINOX

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

  • People Pillar

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

A new comanager but the same trusted process.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

A well-telegraphed comanager change on ClearBridge Large Cap Value should not alter the strategy’s time-tested, quality-first approach. It remains a compelling option in the large-value Morningstar Category.

by Jack Shannon
Rated on Published on

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Portfolio Holdings SINOX

More SINOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.67 144.3 Mil
Financial Services

Intel Corp

4.46 137.7 Mil
Technology

ConocoPhillips

4.37 135.0 Mil
Energy

Sempra

3.65 112.6 Mil
Utilities

Charles Schwab Corp

3.17 98.0 Mil
Financial Services

Bank of America Corp

3.08 95.0 Mil
Financial Services

American Express Co

3.00 92.8 Mil
Financial Services

Enterprise Products Partners LP

2.57 79.4 Mil
Energy

McKesson Corp

2.49 76.8 Mil
Healthcare

Air Products & Chemicals Inc

2.48 76.7 Mil
Basic Materials