LBISX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class IS) is managed by Franklin Templeton Investments (US) with $14.6M in net assets. LBISX expense ratio is 0.71%, holding 222 positions across sectors including Financials, Health Care, Unknown. Inception date: 2010-09-07.

LBISX performance shows a YTD return of 15.52%. The 1-year return is 23.99% and the 5-year return is 13.19%. LBISX dividend yield stands at 11.81%, paid annually.

LBISX 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 LBISX holdings, sector breakdown, or dividend history.

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