LCBEX Mutual Fund
LCBEX Mutual Fund
ClearBridge Dividend Strategy Fund Class IS
LCBEX Mutual Fund Overview
LCBEX Mutual Fund (ClearBridge Dividend Strategy Fund Class IS) is managed by Franklin Templeton Investments (US) with $199.0M in net assets. LCBEX expense ratio is 0.66%, holding 57 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2013-04-10.
LCBEX performance shows a YTD return of 7.46%. The 1-year return is 13.50% and the 5-year return is 10.66%. LCBEX dividend yield stands at 3.47%, paid quarterly.
LCBEX 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 LCBEX holdings, sector breakdown, or dividend history.
LCBEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LCBEX alternatives are available via the screener, along with tax-loss harvesting opportunities.