LADIX Mutual Fund (ClearBridge Tactical Dividend Income Fund Class I) is managed by Franklin Templeton Investments (US) with $83.3M in net assets. LADIX expense ratio is 1.13%, holding 79 positions across sectors including Energy, Unknown, Information Technology. Inception date: 2008-05-16.

LADIX performance shows a YTD return of 7.13%. The 1-year return is 15.54% and the 5-year return is 9.93%. LADIX dividend yield stands at 3.11%, paid quarterly.

LADIX top holdings include Alphabet Inc Common Stock USD 0.001 (2.9%), Williams Cos. Inc. (2.9%), Apple, Inc (2.7%), Microsoft Corp 4.100 Feb 06 37 (2.6%), Energy Transfer (2.4%). View all LADIX holdings, sector breakdown, or dividend history.

LADIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LADIX alternatives are available via the screener, along with tax-loss harvesting opportunities.