Clearbridge dividend strategy fund.

Product overview including investment objective; costs; past performance and holdings details. Literature Code: 90017-FF. Next Update. 12/23. Format. PDF. Download PDF.Oct 31, 2023 · 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 Blend Nov 30, 2023 · 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 ClearBridge Dividend Strategy ESG ETF (YLDE) is an actively managed strategy that seeks attractive income growth and capital appreciation over time by seeking to invest in dividend paying stocks with positive ESG attributes.Oct 31, 2023 · 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 Blend

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 ... See the company profile for ClearBridge Dividend Strategy Fund (SOPAX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key ...

Oct 31, 2023 · Market Capitalization Allocation. As of 10/31/2023 % of Equity Updated Monthly. 10-25 Billion 25-50 Billion >50 Billion. 0% 20% 40% 60% 80%. 10-25 Billion. Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - SBPLX. CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS IS- Performance charts including intraday, historical charts and prices and keydata. Indices Commodities Currencies Stocks

27 abr 2023 ... Portfolio Manager Aram Green explains how strength among disruptors drove performance in a mega cap-led growth market.ClearBridge Investments has named Pat McElroy a portfolio manager on the Tactical Dividend Income Strategy effective August 1, 2022. December 13, 2021. Copy ...Nov 15, 2023 · 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 ... The All Cap Value Strategy invests in a diversified portfolio of stocks whose prices may be undervalued in relation to underlying fundamentals. ... Dividend Yield: 2.1: 2.4: Turnover (trailing 12 mos.) 23.3 ... LLC is a FINRA registered broker-dealer and principal distributor for Franklin Templeton mutual funds and ETFs. ClearBridge …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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.

24 jul 2023 ... Portfolio Manager Margaret Vitrano discusses the factors that drove Strategy outperformance and current positioning priorities.

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.

Dividend Strategy 3Q23 Update. Mike Clarfeld breaks down performance in the third quarter and highlights his caution toward stocks that look expensive in the ...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 ...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 (LCBEX) 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 A. SOPAX. Morningstar Medalist Rating. Medalist Rating as of Feb 23, 2023 | See Franklin Templeton Investment Hub. Quote. …Feb 23, 2023 · 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 ...

John 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.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.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 CLASS C- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.ClearBridge Dividend Strategy Fund (the “Fund”) is a separate diversified investment series of Legg Mason Partners Investment Trust (the “Trust”). The Trust, a Maryland statutory trust, is registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end management investment company.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.

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 7 custodians, sub-custodians, transfer agents and financial intermediaries) to suffer data breaches, data corruption or loss of operational functionality or prevent fund investors from purchasing, redeeming or exchanging shares or receiving distributions.

Sep 30, 2023 · Investment Overview. 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 ... 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 ...Dividend income can provide balance to portfolios focused on capital appreciation. These strategies seek high and growing income streams from equity and related securities including common and preferred stocks, convertible securities, real estate investment trusts and master limited partnerships (MLPs). A high-level overview of ClearBridge Dividend Strategy Fund Inst (SOPYX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.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 ... CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS R- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.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. TheThe 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 ...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 ...

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 ...

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 ...

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.John 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. Investment Overview. 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 ...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 ...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 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. 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.A high-level overview of ClearBridge Dividend Strategy Fund A (SOPAX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.John 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. Oct 31, 2023 · Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - LMMRX. See fees data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including fund fees, cost projections and minimum investments for ClearBridge Dividend Strategy Fund.

Feb 23, 2023 · 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 ... About LCBEX The investment seeks dividend income, growth of dividend income and long-term capital appreciation.About SOPAX. 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...CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS C- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.Instagram:https://instagram. costco dividendsbest stocks invest right nowe data corpdo you need tax returns to buy a house See holdings data for ClearBridge Dividend Strategy Fund (SOPYX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund. simon quickinsider transactions stocks ClearBridge Dividend Strategy A. SOPAX. Morningstar Medalist Rating. | Medalist Rating as of Feb 23, 2023 | See Franklin Templeton Investment Hub. Quote. … 1943 d steel penny worth ClearBridge 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 ...Oct 31, 2023 · Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - LMMRX.