Clearbridge dividend strategy fund.

Browse Literature. Class A,Class C,Class C1,Class FI,Class I,Class IS,Class R. See regulatory documents for our Funds.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.ClearBridge Investments has named Pat McElroy a portfolio manager on the Tactical Dividend Income Strategy effective August 1, 2022. December 13, 2021. Copy ...See holdings data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund.Mutual Funds · ETFs · Articles · Home · Mutual Funds · Large Blend; SOPAX. SOPAX. ClearBridge Dividend Strategy-A. $27.98 -0.09 (-0.32%). Currency in USD / Last ...

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 ...

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. The ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the third quarter. Click here to read the full fund letter.

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 …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 …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.Oct 31, 2023 · Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - LMMRX. Summary. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers. by Morningstar Manager Research. Rated on ...

LBRIX Mutual Fund Guide | Performance, Holdings, Expenses & Fees, Distributions and More

CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS R- Performance charts including intraday, historical charts and prices and keydata. Indices Commodities Currencies Stocks

ClearBridge Dividend Strategy Fund Inst (SOPYX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.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.Studying abroad can be a life-changing experience, offering valuable opportunities for personal growth and academic advancement. However, the cost of international education can be a major hurdle for many aspiring students.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 ...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 ...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 ...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.

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 Energy Midstream Opportunity Fund raises dividend by 20.4% to $0.65 SA News Mon, Jul. 31 ClearBridge Energy MLP Strategy Q2 2023 Portfolio Manager CommentaryMichael 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. Prior to joining ClearBridge, Michael served as an Equity Analyst at ...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 …ClearBridge Dividend Strategy Fund Class 1. $28.59. LCBOX0.74%. ClearBridge Dividend Strategy Fund Class IS. $29.67. LCBEX0.75%. ClearBridge Dividend …

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.

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 …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 ...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.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 ...Mutual Funds · ETFs · Articles · Home · Mutual Funds · Large Blend; SOPAX. SOPAX. ClearBridge Dividend Strategy-A. $27.98 -0.09 (-0.32%). Currency in USD / Last ...View the latest ClearBridge Dividend Strategy Fund;1 (LCBOX) stock price, news, historical charts, analyst ratings and financial information from WSJ.SOPAX is a large-blend fund that invests in dividend-paying stocks and bonds, with a focus on value and quality. It has a Morningstar Medalist rating of Silver to Neutral, depending on share class fees, and a 1.020% expense ratio. See its fund analysis, performance, sustainability, risk and portfolio holdings.

CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS R- Performance charts including intraday, historical charts and prices and keydata. Indices Commodities Currencies Stocks

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% . …

Studying abroad can be a life-changing experience, offering valuable opportunities for personal growth and academic advancement. However, the cost of international education can be a major hurdle for many aspiring students.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 2022 Stewardship Report: Impact Through Authentic ESG Integration is now available and offers a comprehensive view of the latest in ESG investing at ClearBridge. The annual report highlights salient engagements ClearBridge has had with management teams at both large cap and small cap portfolio companies on pressing sustainability issues and ...ClearBridge Dividend Strategy ESG ETF Price: $41.08 Change: $0.46 (0.01%) Category: Large Cap Growth Equities. Last Updated: Oct 17, 2023 2023-10-17. Advertisement ... View charts that break down the influence that fund flows and price had on overall assets. 5 Day Net AUM Change: 325.2 K 1 Month Net AUM Change:-690.3 KOct 31, 2023 · Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - LMMRX. A high-level overview of ClearBridge Dividend Strategy Fund Retirement (LMMRX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.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 …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. 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 ...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 ...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 ...Discover historical prices for SOPYX stock on Yahoo Finance. View daily, weekly or monthly format back to when ClearBridge Dividend Strategy Fund stock was issued.

Sep 30, 2023 · 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 significantly grow their dividends. Investment Philosophy 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 ...15 nov 2023 ... Dividend Strategy 3Q22: Pricing power should protect profitability ... funds and ETFs. ClearBridge Investments and FD, LLC are subsidiaries ...Instagram:https://instagram. t.mbest funded account forexcrvn stocknyse fcel SOPYX Portfolio - Learn more about the ClearBridge Dividend Strategy I investment portfolio including asset allocation, stock style, stock holdings and more. future of apple stocktotal protect home warranty reviews 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 ...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. castle bioscience Site Map. This is for persons in the US only. 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. 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.