Clearbridge dividend strategy fact sheet
WebFeb 28, 2024 · ClearBridge Tactical Dividend Income Fund Class A No Transaction Fee 1 Prospectus More This fund is now available NTF (No Transaction Fee) and offered load-waived through Fidelity Morningstar ® Snapshot* AS OF 2/28/2024; Morningstar Category: Large Value *Data provided by Morningstar Overall Rating Rating Information Returns … Webthe balance sheet at amortized cost, meaning changes in the market price of the security do not ... The ClearBridge Dividend Strategy underperformed its S&P 500 Index …
Clearbridge dividend strategy fact sheet
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WebDec 31, 2024 · The ClearBridge Select composite seeks to achieve superior capital absolute returns through capital appreciation by investing in both US and non-US equity, debt and other securities. Results are calculated in U.S. dollars. WebApr 12, 2024 · The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least …
WebThe Fund invests at least 80% of its net assets in equity securities, with an emphasis on common stocks with an attractive dividend profile. The Fund may invest up to 20% of its net assets in... Web3 hours ago · ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the...
WebFeb 23, 2024 · ClearBridge Dividend Strategy A SOPAX Morningstar Analyst Rating Analyst rating as of Feb 23, 2024 See Franklin Templeton Investment Hub Quote Chart … Web6 hours ago · The ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the first quarter. On an absolute basis, the Strategy saw positive …
WebClearBridge Dividend Strategy A A (SOPAX) Fund SOPAX Price as of: MAR 08, 05:00 PM EST $26.62 - $0.05 - 0.19% Primary Theme U.S. Large-Cap Blend Equity fund company Franklin Templeton Snapshot Profile Performance Holdings Expenses Distributions Managers Vitals YTD Return -0.4% 1 yr return -8.1% 3 Yr Avg Return 6.0% 5 Yr Avg …
WebMar 30, 2024 · ClearBridge Large Cap Growth ESG ETF Issuers Franklin Templeton LRGE LRGE ClearBridge Large Cap Growth ESG ETF Price: undefined undefined Change: Category: Large Cap Growth Equities Last Updated: Mar 30, 2024 Vitals Issuer Franklin Templeton Brand ClearBridge Structure ETF Expense Ratio 0.59% ETF Home … new orleans queen cityWebApr 5, 2024 · Legg Mason Partners Investment Trust - ClearBridge Dividend Strategy Fund is an open-end equity mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. The fund is... new orleans queens cooking recipesWebClearBridge Dividend Strategy Fund has an expense ratio of 1.02 percent. Net Expense Ratio 1.02 Category Average: 0.86%* Management 0.65 Category Average: 0.5%* SEE … new orleans radar mapWebApr 10, 2024 · Brand ClearBridge Structure ETF Expense Ratio 0.53% ETF Home Page Home page Inception May 03, 2024 Index Tracked ACTIVE - No Index Analyst Report FA Report PDF Pending Download the FactSet Analyst Insight Report here. ETF Database Themes Category Large Cap Growth Equities Asset Class Equity Asset Class Size … new orleans radar loopWeb3 hours ago · Portfolio Highlights. The ClearBridge Small Cap Strategy outperformed its Russell 2000 Index benchmark during the first quarter. On an absolute basis, the … new orleans racewayWebGrowth Fact Sheet as of December 31, 2024 ... ClearBridge Large Cap Growth ESG ETF (LRGE) is an actively managed strategy that seeks to achieve long ... Market Price Returns, assuming dividends reinvested 0K 5K 10K 15K 20K 25K 30K May-17 Jul-18 Sep-19 Nov-20 Jan-22 Dec-22 $17,289 introduction to ring theoryWebClearBridge 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 for investment purposes, if any, in equity securities or other investments with similar economic characteristics that pay … introduction to risk management lecture notes