Clearbridge dividend strategy fund.

Sep 30, 2023 · ClearBridge Dividend Strategy Portfolios invest primarily in dividend-paying stocks that offer the potential for income growth and capital appreciation over time. The investment team believes that companies that exhibit market leadership, coupled with solid balance sheets and strong dividend profiles, are attractive investment candidates for ... Get comprehensive information about Legg Mason ClearBridge Tactical Dividend Income Fund Class A HKD Distributing (M) Plus (IE00BN8TJ469) - quotes, charts, ...ClearBridge Dividend Strategy Fund Fact Sheet Product Commentary Prospectus Annual Report View All As of 11/29/2023 NAV 1 $29.40 $0.05 (0.17%) POP 2 $29.40 YTD Total Return At NAV 3 9.63% As of 10/31/2023 Morningstar Overall Rating™ 4 View ratings details Large Blend Overall Morningstar Rating As of 10/31/2023 Rating Category: Large Blend2013. $0.15. -. View the latest ClearBridge Dividend Strategy Fund;C (SBPLX) stock price, news, historical charts, analyst ratings and financial information from WSJ.Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience.

24 mar 2023 ... ClearBridge Investments' Dividend Strategy Fund has been named one of “The Best Dividend Funds” for 2023 by Morningstar. Michael Clarfeld, co- ...

The ClearBridge Dividend Strategy ESG ETF (YLDE) is an exchange-traded fund that is based on the S&P 500 ESG index. The fund is an actively managed fund that seeks income, growth of income, and long-term capital appreciation. The fund focuses on global large-cap stocks with attractive dividends and positive ESG attributes.Dividend Strategy 3Q23 Update · Large Cap Growth Monthly Update. Large Cap ... funds and ETFs. ClearBridge Investments and FD, LLC are subsidiaries of Franklin ...

The fund generally pays dividends, if any, monthly, and makes capital gain distributions, if any, twice a year, typically in June and December. Chart for Clearbridge Dividend Strategy Fund Class A ...This is for persons in the US only. Analyze the Fund ClearBridge Dividend Strategy Fund Class I having Symbol SOPYX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.The Fund seeks a high level of current income. Long-term capital appreciation is its secondary objective. The Fund invests at least 80% of its net assets in equity securities, with an emphasis on ...See ClearBridge Dividend Strategy Fund (LCBOX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...

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Find our live Clearbridge Dividend Strategy Fund Class 1 fund basic information. View & analyze the LCBOX fund chart by total assets, risk rating, Min. investment, market cap and category.

The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings ...ClearBridge Dividend Strategy Fund is an open-end fund incorporated in the USA. The Fund's objective is to provide a high level of current income. The Fund invests at least 80% of the value of its ...Table of Contents. Fund overview . Q. What is the Fund’s investment strategy? A. ClearBridge Dividend Strategy ESG ETF (the “Fund”) seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the Fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, …See ClearBridge Dividend Strategy Fund (LCBOX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ... ClearBridge Dividend Strategy Fund is an open-end fund incorporated in the USA. The Fund's objective is to provide a high level of current income. The Fund invests at least 80% of the value of its ...4 mar 2014 ... Peter Vanderlee: Along with the Legg Mason ClearBridge Tactical Dividend Income Fund, I co-manage equity income strategies including ...Returns reflect reinvestment of dividends and capital gains. Performance figures for periods shorter than one year represent cumulative figures and are not annualized. All performance is reported in US dollars. Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Portfolios.

ClearBridge Dividend Strategy ESG ETF (YLDE) is an actively managed strategy that seeks attractive income growth and ... The fund's investment return and principal value will change with market conditions, and you may have a gain or a loss when you sell your shares. Total returns assume the reinvestment of all distributions and the deduction of ...The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, i f any, in equity securities or other investments with similar economic characteristics that pay dividends or are expected to …6 mar 2017 ... The ClearBridge Dividend Strategy Fund, which had $5.6 billion of assets at the end of 2016, invests for a combination of dividend income, ...The fund follows our Infrastructure Income Strategy primarily aiming to provide investors with consistent income from infrastructure securities in both ...The fund invests in equity and fixed income securities of both U.S. and foreign issuers. The fund seeks to generate income and appreciation by allocating fund ...LCBOX - ClearBridge Dividend Strategy 1 - Review the LCBOX stock price, growth, performance, sustainability and more to help you make the best investments.Nov 27, 2023 · ClearBridge Dividend Strategy Fund is an open-end fund incorporated in the USA. The Fund's objective is to provide a high level of current income. The Fund invests at least 80% of the value of its ...

Nov 27, 2023 · ClearBridge Dividend Strategy Fund is an open-end fund incorporated in the USA. The Fund's objective is to provide a high level of current income. The Fund invests at least 80% of the value of its ... 24 mar 2023 ... ClearBridge Investments' Dividend Strategy Fund has been named one of "The Best Dividend Funds" for 2023 by Morningstar. Michael Clarfeld ...

ClearBridge Dividend Strategy Fund as of September 30, 2023 Top Equity Issuers (% of Total) Fund Microsoft Corp 4.94 Apollo Global Management Inc 4.28 Williams Cos Inc/The 3.65 Linde PLC 3.29 Comcast Corp 3.21 Sempra 3.08 Becton Dickinson & Co 2.90 JPMorgan Chase & Co 2.89 Enbridge Inc 2.81 Apple Inc 2.60 Sector Allocation (Equity % of Total ...Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience.See ClearBridge Dividend Strategy Fund (LBRIX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...Find the latest ClearBridge Dividend Strategy Fund (SOPAX) stock quote, history, news and other vital information to help you with your stock trading and investing.LBRIX Mutual Fund Guide | Performance, Holdings, Expenses & Fees, Distributions and MoreThe ClearBridge Small Cap composite invests in equity securities of U.S. companies that are within or below the market capitalization range of the Russell 2000 Index and that trade at significant discounts to the Investment Manager's assessment of intrinsic value. The strategy is designed for long-term investors who can tolerate the greater ...

strategy. The investment manager's composite may include separately managed accounts, institutional accounts and/or mutual funds. Performance and other data ...

Aug 06, 2009. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience.

Sep 30, 2023 · See holdings data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund. View the latest ClearBridge Dividend Strategy Fund;1 (LCBOX) stock price, news, historical charts, analyst ratings and financial information from WSJ.LCBEX | A complete ClearBridge Dividend Strategy Fund;IS mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience. Add ClearBridge Dividend Strategy Fund to favorites . ClearBridge Dividend Strategy Fund - SOPAX . Sales Charges : Max - 5.50% | CDSC - 1.00% . Share Class . Class A . As of 11/29/2023. ... Add ClearBridge Mid Cap Fund to favorites . ClearBridge Mid Cap Fund - SBMAX . Sales Charges : Max - 5.50% | CDSC - 1.00% . …Jun 30, 2023 · Fund Description. Seeks to invest in high-quality stocks with an attractive or improving dividend profile. Seeks a combination of dividend income, dividend growth and long-term capital appreciation. Uses fundamental analysis to select a diversified portfolio of companies with long histories of paying and raising dividends. SOPYX Portfolio - Learn more about the ClearBridge Dividend Strategy I investment portfolio including asset allocation, stock style, stock holdings and more.Factsheet - ClearBridge Dividend Strategy Portfolios SMA. Detailed product information, including key portfolio and performance statistics. Literature Code: CDP-FFSM. Next Update. 12/23. Format. PDF. Download PDF.Discover historical prices for SOPAX stock on Yahoo Finance. View daily, weekly or monthly format back to when ClearBridge Dividend Strategy Fund stock was issued.

Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience. See holdings data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund.Overview The Dividend Strategy portfolio targets a high level of current income, growth of income and capital preservation in challenging markets by owning high-quality large cap companies that pay an attractive dividend and have the potential to …1.82%. United Kingdom. 1.55%. Sector and region weightings are calculated using only long position holdings of the portfolio. The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date.Instagram:https://instagram. pgpmwill the shingles vaccine help with herpes outbreaksartificial+intelligence+stock+market+newsvision energy corp stock dividend compounders particularly well-suited for the current environment. After strong outperformance in 2022, ClearBridge Dividend Strategy lagged the broader market in the first quarter of 2023. Growth stocks — many of which do not pay dividends, and which lagged significantly in 2022 — bounced back sharply. The free retirement apppawz etf Encuentra la cotización más reciente, historial, noticias y otra información vital de ClearBridge Dividend Strategy Fund (SOPAX) para ayudarte con tus ...ClearBridge Investments is a leading global equity manager with $155.2 billion in assets under management as of September 30, 2023. We are committed to delivering long-term results through active management as we have for more than 60 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward. after hour stocks Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience.Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience.