SBPLX Mutual Fund
SBPLX Mutual Fund
ClearBridge Dividend Strategy Fund Class C
SBPLX Mutual Fund Overview
SBPLX Mutual Fund (ClearBridge Dividend Strategy Fund Class C) is managed by Franklin Templeton Investments (US) with $70.8M in net assets. SBPLX expense ratio is 1.74%, holding 57 positions across sectors including Unknown, Financials, Information Technology. Inception date: 1998-06-15.
SBPLX performance shows a YTD return of 7.24%. The 1-year return is 12.27% and the 5-year return is 9.41%. SBPLX dividend yield stands at 2.64%, paid quarterly.
SBPLX 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 SBPLX holdings, sector breakdown, or dividend history.
SBPLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SBPLX alternatives are available via the screener, along with tax-loss harvesting opportunities.