SMDLX Mutual Fund (ClearBridge Tactical Dividend Income Fund CLass C) is managed by Franklin Templeton Investments (US) with $3.5M in net assets. SMDLX expense ratio is 2.10%, holding 79 positions across sectors including Energy, Unknown, Information Technology. Inception date: 2000-09-22.

SMDLX performance shows a YTD return of 6.97%. The 1-year return is 14.58% and the 5-year return is 8.93%. SMDLX dividend yield stands at 2.39%, paid quarterly.

SMDLX top holdings include Alphabet Inc Common Stock USD 0.001 (2.9%), Williams Cos. Inc. (2.9%), Apple, Inc (2.7%), Microsoft Corp 4.100 Feb 06 37 (2.6%), Energy Transfer (2.4%). View all SMDLX holdings, sector breakdown, or dividend history.

SMDLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMDLX alternatives are available via the screener, along with tax-loss harvesting opportunities.