LBWCX Mutual Fund
LBWCX Mutual Fund
BrandywineGLOBAL - Diversified US Large Cap Value Fund Class C
LBWCX Mutual Fund Overview
LBWCX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class C) is managed by Franklin Templeton Investments (US) with $3.3M in net assets. LBWCX expense ratio is 1.91%, holding 222 positions across sectors including Financials, Health Care, Unknown. Inception date: 2010-09-07.
LBWCX performance shows a YTD return of 14.80%. The 1-year return is 22.56% and the 5-year return is 11.94%. LBWCX dividend yield stands at 10.65%, paid annually.
LBWCX 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 LBWCX holdings, sector breakdown, or dividend history.
LBWCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LBWCX alternatives are available via the screener, along with tax-loss harvesting opportunities.