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Nasdaq - Delayed Quote USD
BrandywineGLOBAL Dyn US Large Cap Val R (LMBHX)
11.74
+0.22
+(1.95%)
At close: October 17 at 8:00:33 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.30% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -14.75% |
| 5y Average Return | 7.35% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LMBHX | Category Average | LMBHX | Category Average | LMBHX | Category Average | |
| Alpha | -0.2 | -0.01 | -1.83 | -0.03 | -- | -0.03 |
| BETA | 0.91 | 0.01 | 0.96 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.74 | 0.01 | 0.69 | 0.01 | -- | 0.01 |
| R-squared | 83.01 | 0.78 | 85.53 | 0.83 | -- | 0.84 |
| Standard Deviation | 20.35 | 0.17 | 18.81 | 0.19 | -- | 0.16 |
| Sharpe Ratio | 0.82 | 0 | 0.66 | 0 | -- | 0.01 |
| Treynor Ratio | 7.03 | 0.04 | 5.77 | 0.07 | -- | 0.08 |
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