LCBOX Mutual Fund
LCBOX Mutual Fund
ClearBridge Dividend Strategy Fund Class 1
LCBOX Mutual Fund Overview
LCBOX Mutual Fund (ClearBridge Dividend Strategy Fund Class 1) is managed by Franklin Templeton Investments (US) with $1.80B in net assets. LCBOX expense ratio is 0.72%, holding 57 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2011-04-29.
LCBOX performance shows a YTD return of 7.36%. The 1-year return is 13.46% and the 5-year return is 10.60%. LCBOX dividend yield stands at 3.60%, paid quarterly.
LCBOX 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 LCBOX holdings, sector breakdown, or dividend history.
LCBOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LCBOX alternatives are available via the screener, along with tax-loss harvesting opportunities.