Which Funds Can LBWAX Replace?

BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds LBWAX Can Replace

172 funds

FSI > 80 out of 808 similar funds

Competing Fund AUM

$521.31B

Assets in funds LBWAX can compete with and replace

Outperformance Rank

#182

Rank among 808 similar funds

Who Holds Credible Replacements?

3,309 firms

162,746 connected advisors

Opportunity analysis

LBWAX can replace 172 funds with FSI above 80 out of 808 similar funds, representing $521.31B in competing fund AUM. Its outperformance rank is #182 among those similar funds. 3,309 13F firms and 162,746 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 63.9%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
1.24%
Assets under management
$102.2M

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