LCBVX Mutual Fund
LCBVX Mutual Fund
ClearBridge Large Cap Value Fund Class R
LCBVX Mutual Fund Overview
LCBVX Mutual Fund (ClearBridge Large Cap Value Fund Class R) is managed by Franklin Templeton Investments (US) with $2.9M in net assets. LCBVX expense ratio is 1.21%, holding 57 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2013-12-19.
LCBVX performance shows a YTD return of 11.75%. The 1-year return is 19.79% and the 5-year return is 8.37%. LCBVX dividend yield stands at 0.46%, paid quarterly.
LCBVX top holdings include Jpmorgan Chase (4.3%), Johnson & Johnson (3.5%), Alphabet Inc Common Stock USD 0.001 (3.4%), Intel Corporation (3.2%), Xpo Logistics Inc. (3.0%). View all LCBVX holdings, sector breakdown, or dividend history.
LCBVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LCBVX alternatives are available via the screener, along with tax-loss harvesting opportunities.