LBWIX : BrandywineGLOBAL - Diversified US Large Cap Value Fund Class I

LBWIX is a US Stocks Market Large Value with MODERATE fees.

LBWIX

BrandywineGLOBAL - Diversified US Large Cap Value Fund Class I

FI Score

49 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

49% FI Score
  • lbwix
  • Mutual Fund
  • US Stocks
  • Large Value

BrandywineGLOBAL - Diversified US Large Cap Value Fund Class I

Expenses: 0.80% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, if any, in issuers domiciled, or having their principal activities, in the United States, at the time of investment or other instruments with similar economic characteristics. It invests primarily in equity securities that, in the subadviser's opinion, are undervalued or out of favor. The subadviser expects to hold approximately 175-250 stocks under normal market conditions.

Largest Holdings

Amount Holding
5.66% Johnson & Johnson
4.60% JPMorgan Chase & Co
3.85% Intel Corp
3.64% Verizon Communications Inc
3.24% AT&T Inc
3.21% Merck & Co Inc
3.12% Bank of America Corp
2.57% Oracle Corp
2.55% Comcast Corp Class A
2.21% Chevron Corp
1.98% Wells Fargo & Co
1.98% Amgen Inc
1.85% Philip Morris International Inc
1.71% Pfizer Inc
1.61% International Business Machines Corp
1.56% Lockheed Martin Corp
1.54% Broadcom Inc
1.54% Gilead Sciences Inc
1.50% Citigroup Inc
1.15% American Express Co
1.11% BlackRock Inc
1.07% United Parcel Service Inc Class B
1.05% Caterpillar Inc
0.94% Anthem Inc
0.94% Biogen Inc

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