LBRIX Mutual Fund (ClearBridge Dividend Strategy Fund Class FI) is managed by Franklin Templeton Investments (US) with $6.6M in net assets. LBRIX expense ratio is 1.15%, holding 57 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2013-05-16.

LBRIX performance shows a YTD return of 7.31%. The 1-year return is 13.25% and the 5-year return is 10.26%. LBRIX dividend yield stands at 3.37%, paid quarterly.

LBRIX top holdings include Williams Cos. Inc. (4.7%), Exxon Mobil Corp. (3.8%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Texas Instrument Inc (3.0%), Alphabet Inc. C (3.0%). View all LBRIX holdings, sector breakdown, or dividend history.

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