Clearbridge dividend strategy fund
ClearBridge Dividend Strategy Fund;A | historical charts and prices, financials, and today's real-time SOPAX stock price.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.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 ...
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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. 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 ...ClearBridge Dividend Strategy Fund Class A, SOPAX summary - FT.com Funds ClearBridge Dividend Strategy Fund Class A + Add to watchlist SOPAX Actions …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.Oct 31, 2023 · Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - LMMRX. 24 mar 2023 ... ClearBridge Investments' Dividend Strategy Fund has been named one of “The Best Dividend Funds” for 2023 by Morningstar. Michael Clarfeld, co- ...24 jul 2023 ... Portfolio Manager Margaret Vitrano discusses the factors that drove Strategy outperformance and current positioning priorities.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.ClearBridge Dividend Strategy ESG ETF (YLDE) The Fund is newly organized, with a limited history of operations. Equity securities are subject to price fluctuation and possible loss of principal. In addition to investments in large-capitalization companies, investments may be made in small-cap and mid-cap companies which involve a higher degree ...497K 1 d497k.htm LEGG MASON CLEARBRIDGE DIVIDEND STRATEGY FUND February 28, 2011 . Summary Prospectus . Legg Mason . ClearBridge . Dividend . Strategy . Fund . Class : Ticker Symbol A ... The fund’s emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and …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 ... 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.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 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 …Fund Description. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other …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. 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 ...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.Mutual Funds. Name, Performance, Fact Card, Commentary, Copy link to clipboard. ClearBridge Sustainability Leaders Fund ... ClearBridge Dividend Strategy ESG ...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 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 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 manyThe 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 …Sep 27, 2023 · ClearBridge Dividend Strategy SOPYX. Columbia Dividend Income LBSAX. Fidelity High Dividend ETF FDVV. FlexShares Quality Dividend ETF QDF. Franklin U.S. Low Volatility High Dividend ETF LVHD ...
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 dividendsSee fees data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including fund fees, cost projections and minimum investments for ClearBridge Dividend Strategy Fund.SOPAX | A complete ClearBridge Dividend Strategy Fund;A mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.See holdings data for ClearBridge Dividend Strategy Fund (SOPYX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund.
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 Inst (SOPYX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.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.…
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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 withinClearBridge Sustainability Leaders Fund. Copy to Clipboard. Separately Managed ... ClearBridge Dividend Strategy ESG Portfolios. Copy to Clipboard. ClearBridge ...
SOPAX | A complete ClearBridge Dividend Strategy Fund;A mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.SOPAX's dividend yield, history, payout ratio, proprietary DARS™ rating & much more! Dividend.com: The #1 Source For Dividend Investing.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 …
Analyze the Fund ClearBridge Dividend Strategy Fund Cl 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. Get the latest ClearBridge Dividend StratNov 30, 2023 · Seeks to invest in high-quality stocks wit ClearBridge Dividend Strategy Portfolios invest primarily in dividend-paying stocks that have the potential for income growth and capital appreciation over time. The investment team believes that companies that exhibit market leadership, coupled with … ClearBridge Dividend Strategy Fund (the “Fund”) is a separ Horizon Multi-Factor U.S. Equity Fund Investor Class: 7.69: Harbor Large Cap Value Fund Administrative Class: 7.73: ClearBridge Dividend Strategy Fund Class I: 7.74: T. Rowe Price Dividend Growth ... DIVIDENDS & CAPITAL GAINS. Dividend Schedule. This class haSee fees data for ClearBridge Dividend StrThe ClearBridge Dividend Strategy outperformed its S& 4 mar 2014 ... Peter Vanderlee: Along with the Legg Mason ClearBridge Tactical Dividend Income Fund, I co-manage equity income strategies including ...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 ... About LCBEX The investment seeks dividend in 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, … The ClearBridge Dividend Strategy outperformed its S&P 500 Index[The Tactical Dividend Income Strategy targets high current income anView Top Holdings and Key Holding Information f Over the last several years, our portfolio companies have grown their dividends at 10% on average, to us a mark of their quality and durability through market ups and downs (Exhibit 4). Exhibit 4 ...