LBISX Mutual Fund
LBISX Mutual Fund
LBISX Mutual Fund
BrandywineGLOBAL - Diversified US Large Cap Value Fund Class IS
LBISX Mutual Fund Overview
LBISX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class IS) is managed by Franklin Templeton Investments (US) with $13.7M in net assets. LBISX expense ratio is 0.71%, holding 222 positions across sectors including Financials, Health Care, Consumer Discretionary. Inception date: 2010-09-07.
LBISX performance shows a YTD return of 15.47%. The 1-year return is 28.09% and the 5-year return is 12.79%. LBISX dividend yield stands at 11.05%, paid annually.
LBISX top holdings include Jpmorgan Chase (4.4%), Exxon Mobil Corp. (3.5%), Microsoft Corp (2.7%), Apple, Inc (2.7%), Merck & Company Inc (2.5%). Go to all LBISX holdings, LBISX sectors, or LBISX dividends.
LBISX can be compared against other funds. Use LBISX overlap to find shared positions, or LBISX vs another fund for a side-by-side view. LBISX alternatives are available via the screener, along with tax-loss harvesting opportunities.