LMBJX : BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A

LMBJX is a US Stocks Market Large Value with HIGH fees.

LMBJX

BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A

FI Score

28 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

28% FI Score
  • lmbjx
  • Mutual Fund
  • US Stocks
  • Large Value

BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A

Expenses: 1.10% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks to provide long-term capital appreciation by quantitatively investing in U.S. equities. 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 will only invest in U.S. traded companies, which may include companies incorporated outside the U.S. which conduct a significant portion of their activities in the U.S. and are considered U.S. companies in the Russell U.S. indices.

Largest Holdings

Amount Holding
5.04% Intel Corp
4.68% Apple Inc
4.53% Amgen Inc
3.38% Union Pacific Corp
3.15% Oracle Corp
3.03% Cisco Systems Inc
2.95% Wells Fargo & Co
2.90% Caterpillar Inc
2.85% Booking Holdings Inc
2.81% Illinois Tool Works Inc
2.69% Johnson & Johnson
2.59% Walmart Inc
2.58% Baxter International Inc
2.56% eBay Inc
2.52% Honeywell International Inc
1.98% Texas Instruments Inc
1.87% Bank of America Corp
1.85% CSX Corp
1.69% Best Buy Co Inc
1.68% Pfizer Inc
1.53% Procter & Gamble Co
1.47% Norfolk Southern Corp
1.46% Verizon Communications Inc
1.33% Brown-Forman Corp Class B
1.31% Omnicom Group Inc

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