LIORX Mutual Fund
LIORX Mutual Fund
ClearBridge International Value Fund Class R
LIORX Mutual Fund Overview
LIORX Mutual Fund (ClearBridge International Value Fund Class R) is managed by Franklin Templeton Investments (US) with $648,364.1 in net assets. LIORX expense ratio is 1.50%, holding 67 positions across sectors including Unknown, Financials, Industrials. Inception date: 2014-01-31.
LIORX performance shows a YTD return of 13.27%. The 1-year return is 26.82% and the 5-year return is 10.30%. LIORX dividend yield stands at 3.33%, paid annually.
LIORX top holdings include Marubeni Corp (3.6%), Siemens Energy Ag (3.3%), Siemens Ag (3.2%), Mitsubishi Ufj Financial Group, Inc. (2.8%), Shell Plc (2.5%). View all LIORX holdings, sector breakdown, or dividend history.
LIORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LIORX alternatives are available via the screener, along with tax-loss harvesting opportunities.