LBDRX Mutual Fund
LBDRX Mutual Fund
BrandywineGLOBAL - Diversified US Large Cap Value Fund Class R
LBDRX Mutual Fund Overview
LBDRX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class R) is managed by Franklin Templeton Investments (US) with $1.1M in net assets. LBDRX expense ratio is 1.41%, holding 222 positions across sectors including Financials, Health Care, Unknown. Inception date: 2014-01-31.
LBDRX performance shows a YTD return of 15.11%. The 1-year return is 34.95% and the 5-year return is 14.54%. LBDRX dividend yield stands at 11.22%, paid annually.
LBDRX top holdings include Exxon Mobil Corp. (5.0%), Jpmorgan Chase (4.8%), Johnson & Johnson (4.0%), Bank Of America Corp. (2.6%), Morgan Stanley (2.1%). View all LBDRX holdings, sector breakdown, or dividend history.
LBDRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LBDRX alternatives are available via the screener, along with tax-loss harvesting opportunities.