LBWIX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class I) is managed by Franklin Templeton Investments (US) with $3.1M in net assets. LBWIX expense ratio is 0.81%, holding 222 positions across sectors including Financials, Health Care, Unknown. Inception date: 2010-09-07.

LBWIX performance shows a YTD return of 15.46%. The 1-year return is 23.85% and the 5-year return is 13.08%. LBWIX dividend yield stands at 11.14%, paid annually.

LBWIX 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 LBWIX holdings, sector breakdown, or dividend history.

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