LMMRX Mutual Fund
LMMRX Mutual Fund
ClearBridge Dividend Strategy Fund Class R
LMMRX Mutual Fund Overview
LMMRX Mutual Fund (ClearBridge Dividend Strategy Fund Class R) is managed by Franklin Templeton Investments (US) with $45.9M in net assets. LMMRX expense ratio is 1.35%, holding 57 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2012-02-02.
LMMRX performance shows a YTD return of 7.28%. The 1-year return is 12.71% and the 5-year return is 9.89%. LMMRX dividend yield stands at 3.00%, paid monthly.
LMMRX 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 LMMRX holdings, sector breakdown, or dividend history.
LMMRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.