Clearbridge dividend strategy fund.

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 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 investment candidates for ...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 fund follows our Infrastructure Income Strategy primarily aiming to provide investors with consistent income from infrastructure securities in both ...Get the latest ClearBridge Dividend Strategy Fund Class A (SOPAX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and ...

Oct 31, 2023 · 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. 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.

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.

1.82%. 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.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 ...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 …ClearBridge is wholly, indirectly owned by Franklin Resources, Inc., and part of ClearBridge Investments, LLC. The Emerging Markets Strategy aims to achieve long-term stable growth, comprised of regular income and capital growth by investing in a range of listed infrastructure securities across the emerging markets.

The Tactical Dividend Income Strategy seeks high current income and income growth through dividend-paying common stocks, MLPs, REITs and convertible securities. ... LLC”) website. FD, LLC is a FINRA registered broker-dealer and principal distributor for Franklin Templeton mutual funds and ETFs. ClearBridge Investments and …

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 ...

Nov 21, 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 ... 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 PhilosophyClearBridge 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 ...ClearBridge Dividend Strategy Fund. LEI-kod: 549300ONQJP03D3TL356. Organisationsnummer: S000016665. Välj. US. ClearBridge Dividend Strategy ESG ETF. LEI-kod ...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, …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.SOPAX Portfolio - Learn more about the ClearBridge Dividend Strategy A investment portfolio including asset allocation, stock style, stock holdings and more.

A high-level overview of ClearBridge Dividend Strategy Fund Other (LBRIX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.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 Tactical Dividend Income Strategy targets high current income and income growth through exposure to high-quality, dividend-paying common stocks as well as MLPs, REITs and convertible securities. Strategy Overview. Equity strategy focused on high current income, income growth and capital appreciation. Benchmark.Summary Prospectus - ClearBridge Dividend Strategy Fund. A short document explaining the fund's goal, investments, and risks, as well as sales charges, fees, and expenses. Download PDF. Literature Code: 90017-PSUM . Next Update . 05/24 . Format . PDF . Download PDF. Add To Cart.Mutual Funds. Name, Performance, Fact Card, Commentary, Copy link to clipboard. ClearBridge Sustainability Leaders Fund ... ClearBridge Dividend Strategy ESG ...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 …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.

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. 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.

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. The Sep 30, 2023 · The Dividend Strategy ESG portfolio targets a high level of current income, growth of income and capital preservation in challenging markets by owning large cap companies with positive ESG attributes that pay a dividend and have the potential to significantly grow their dividend. Strategy Overview. Primarily large cap strategy focused on ... Summary Prospectus - ClearBridge Dividend Strategy Fund. A short document explaining the fund's goal, investments, and risks, as well as sales charges, fees, and expenses. Download PDF. Literature Code: 90017-PSUM . Next Update . 05/24 . Format . PDF . Download PDF. Add To Cart.View Top Holdings and Key Holding Information for ClearBridge Dividend Strategy Fund (SOPAX).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, …Market Overview After a robust second quarter, fueled by tremendous enthusiasm around AI, the S&P 500 Index receded in the third quarter as investors finally …19 dic 2022 ... Source: ClearBridge Investments. Measures performance of dividend-paying stocks and non-dividend-paying stocks in the S&P 500 Index as well as ...Complete ClearBridge Dividend Strategy ESG ETF funds overview by Barron's. View the YLDE funds market news.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 …LCBEX | A complete ClearBridge Dividend Strategy Fund;IS mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.

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 ...

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 23 years of investment industry experience.

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% . …ClearBridge Mid Cap Growth Fund A2, Aggressive Equity Funds, 10/25/2023, $40.07, 0.00 · LCBOX, ClearBridge Dividend Strategy Class 1, Large Cap Equity & ...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 C- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.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: Strategy Dividend Growth. As of Sept. 30, 2023. Source: ClearBridge Investments.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 (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.SOPAX's dividend yield, history, payout ratio, proprietary DARS™ rating & much more! Dividend.com: The #1 Source For Dividend Investing.

The ClearBridge Dividend Strategy ESG ETF is an actively managed strategy that seeks attractive income growth and capital appreciation over time by seeking to invest in dividend paying stocks with ...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.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 ...27 abr 2023 ... Portfolio Manager Aram Green explains how strength among disruptors drove performance in a mega cap-led growth market.Instagram:https://instagram. free coupon apps for groceriesu haul stockarkk stock holdingsavavee Mutual Funds. Name, Performance, Fact Card, Commentary, Copy link to clipboard. ClearBridge Sustainability Leaders Fund ... ClearBridge Dividend Strategy ESG ... cirrus social clubambetter from peach state health plan reviews 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. ClearBridge Appreciation Fund · ClearBridge Appreciation Portfolios ... Dividend Yield, 1.6, 1.6. Turnover (trailing 12 mos.) 9.8, -. Risk Statistics 1. 10 Year ... how to get a margin account on webull 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.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.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 ...