LBWAX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A) is managed by Franklin Templeton Investments (US) with $94.3M in net assets. LBWAX expense ratio is 1.16%, holding 222 positions across sectors including Financials, Health Care, Unknown. Inception date: 2010-09-07.

LBWAX performance shows a YTD return of 15.28%. The 1-year return is 23.45% and the 5-year return is 12.74%. LBWAX dividend yield stands at 11.11%, paid annually.

LBWAX 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 LBWAX holdings, sector breakdown, or dividend history.

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