Clearbridge dividend strategy fund.

ClearBridge Dividend Strategy Fund other conditions affecting such country or region may have a greater impact on fund performance relative to a more geographically diversified fund. The risks of foreign investments are heightened when investing in issuers in emerging market countries.

Clearbridge dividend strategy fund. Things To Know About Clearbridge dividend strategy fund.

Find the latest ClearBridge Dividend Strategy Fund (SOPYX) stock quote, history, news and other vital information to help you with your stock trading and investing.The ClearBridge Dividend Strategy Fund has always been built on a strong valuation discipline. Successful investing requires not only picking great companies, but also paying appropriate prices. As interest rates have soared but valuations have remained elevated, we are increasingly concerned that manyJohn Baldi is a Portfolio Manager and co-manages the Dividend Strategy and Dividend Strategy ESG portfolios. Prior to his appointment to the Portfolio Management team, John served as a Senior Portfolio Analyst at ClearBridge. John has 23 years of investment industry experience and joined a predecessor organization in 2004. 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 ...

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 ...

Simple IRA. Analyze the Fund ClearBridge Dividend Strategy Fund Class A having Symbol SOPAX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.

ClearBridge Dividend Strategy Fund. Summary Prospectus. Prospectus. Statement of Additional Information. Annual Report. Semiannual Report. Quarter 1 Holdings. Quarter 3 Holdings. iXBRL Document.ClearBridge Dividend Strategy 1. New York, NY 10041. 620 EIGHTH AVENUE, 49TH FLOOR. LEGG MASON & CO., LLC. 1-877-721-1926. ... If the fund is new and has no portfolio history, we estimate where it ...Summary. An experienced management team and a patient, repeatable process allows ClearBridge Dividend Strategy to excel when markets hit the skids. It earns Morningstar Analyst Ratings that range ...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.The Large Cap Value ESG Strategy exploits market inefficiencies to identify strong businesses with positive ESG attributes trading at attractive valuations that it can hold for long time periods. Strategy Overview. Pure style large cap value strategy utilizing ESG principles and a high conviction approach. Benchmark.

See ClearBridge Dividend Strategy Fund (SOPYX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...

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.

Nov 3, 2023 · 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 initiate their dividends over time. The ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the third quarter. Click here to read the full fund letter.Legg Mason ClearBridge Dividend Strategy Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund invests at least 80% of its net assets in dividend ...ClearBridge Dividend Strategy (MA) (CLD-6) Select UMA ClearBridge Investments, LLC New York, New York 10018 620 Eighth Avenue, 48th Floor EXECUTIVE SUMMARY To help you better understand the performance results of third-party investment manager strategies within our Select UMA Program, we are including additional information withinFactsheet - 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.

The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36- 59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of ...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 BlendSee 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 ...A high-level overview of ClearBridge Dividend Strategy Fund C (SBPLX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.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 ...

QS International Equity Fund: QS Strategic Real Return Fund: QS U.S. Small Capitalization Equity Fund: RARE Global Infrastructure Value Fund: Legg Mason Partners Equity Trust: ClearBridge Aggressive Growth Fund: ClearBridge All Cap Value Fund: ClearBridge Appreciation Fund: ClearBridge Dividend Strategy Fund: ClearBridge …Dividend Strategy 3Q23 Update · Large Cap Growth Monthly Update. Large Cap ... funds and ETFs. ClearBridge Investments and FD, LLC are subsidiaries of Franklin ...

Nov 8, 2023 · 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 ... FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions. Latest ClearBridge Dividend Strategy Fund Class 1 (LCBOX) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more.Discover historical prices for LCBOX stock on Yahoo Finance. View daily, weekly or monthly format back to when ClearBridge Dividend Strategy 1 stock was issued.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. Energy MLP. Global Infrastructure Income. Global ... *Represents funds only – Institutional includes offshore AUM of approximately $4.4 billion ...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.

See holdings data for ClearBridge Dividend Strategy Fund (SOPYX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund.

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.

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. TheClearBridge Dividend Strategy Fund . 11 . Tax information . The fund’s distributions are generally taxable as ordinary income or capital gains. Payments to broker/dealers and other financial intermediaries . The fund’s related companies pay Service Agents for the sale of fund shares, shareholder services and other purposes. These payments ...See ClearBridge Dividend Strategy Fund (SOPYX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...Franklin Templeton recently hosted due diligence meetings with financial advisors where Tony Davidow, Senior Alternatives Investment Strategist, led discussions focused on alternative investments. He believes that advisor adoption is just beginning and that there are three primary drivers that could help alternatives grow at a rapid pace.Discover historical prices for LCBOX stock on Yahoo Finance. View daily, weekly or monthly format back to when ClearBridge Dividend Strategy 1 stock was issued.Oct 24, 2023 · LCBOX | A complete ClearBridge Dividend Strategy Fund;1 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.ClearBridge Dividend Strategy 1 is part of the Equity global asset class and is within the U.S. Equity fund group. ClearBridge Dividend Strategy 1 has 11.8% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 86.3%. There is 11.8% allocated to foreign stock, and 0.0% is allocated to preferred stocks.See holdings data for ClearBridge Dividend Strategy Fund (SOPYX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund.ClearBridge Dividend Strategy Fund: Equity securities are subject to price fluctuation and possible loss of principal. Real estate investment trusts (REITs) are closely linked to the performance of the real estate markets. REITs are subject to illiquidity, credit and interest rate risks, and risks associated with small- and mid-cap investments.ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” third quarter 2022 investor letter. A copy of the same …Fund Performance. The fund has returned 10.57 percent over the past year, 10.87 percent over the past three years, 9.97 percent over the past five years, and 10.62 percent over the past decade.

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.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 ...A high-level overview of ClearBridge Dividend Strategy Fund C (SBPLX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.Instagram:https://instagram. svxy etfbest bank for cash out refinancerumble stock pricesmortgage lenders for business owners Oct 24, 2023 · LCBOX | A complete ClearBridge Dividend Strategy Fund;1 mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. Investor Outcomes. The Infrastructure Income Strategy aims to provide investors with long-term inflation-linked capital growth over an economic cycle with a focus on providing reliable income. This is achieved by investing in a range of listed infrastructure securities spread across geographic regions in both the developed and emerging markets. top credit cards for militaryhow to buy stock in apple inc 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. See fees data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including fund fees, cost projections and minimum investments for ClearBridge Dividend Strategy Fund. nasdaq svra 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. 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.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 …