Clearbridge dividend strategy fund.

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 fund. Things To Know About Clearbridge dividend strategy fund.

Feb 23, 2023 · 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. See fees data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including fund fees, cost projections and minimum investments for ClearBridge Dividend Strategy Fund. 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. ClearBridge Dividend Strategy Fund Class A, SOPAX summary - FT.com Funds ClearBridge Dividend Strategy Fund Class A + Add to watchlist SOPAX Actions …

Product overview including investment objective; costs; past performance and holdings details. Literature Code: 90017-FF. Next Update. 12/23. Format. PDF. Download PDF.ClearBridge Dividend Strategy Fund (SOPAX) Nasdaq - Nasdaq Delayed Price. Currency in USD. Follow. 2W 10W 9M. 28.13 -0.01 (-0.04%) At close: 08:01PM EST. 1m. YTD.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 ...

Nov 27, 2023 · 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 ...

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 ... 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. Summary Prospectus. Prospectus. Statement of Additional Information. Annual Report. Semiannual Report. Quarter 1 Holdings. Quarter 3 Holdings. iXBRL Document.Simple IRA. 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 Inst (SOPYX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.

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 ...

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.ClearBridge Dividend Strategy Portfolios. Invests in dividend-paying "blue ... Smaller companies may involve higher risk than a fund that invests in larger, more ...More YLDE Holdings. Current Portfolio Date Nov 30, 2023. Equity Holdings 53. Bond Holdings 0. Other Holdings 2. % Assets in Top 10 Holdings 32.5. Top 10 Holdings. % Portfolio Weight. Market Value USD.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, …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. Prior to joining ClearBridge, Michael served as an Equity Analyst at ... Find a Symbol Search for Dividend History When autocomplete results are available use up and down arrows to review and enter to select. Touch device users, explore by touch or with swipe gestures.Feb 23, 2023 · SOPAX Portfolio - Learn more about the ClearBridge Dividend Strategy A investment portfolio including asset allocation, stock style, stock holdings and more.

ClearBridge Dividend Strategy Fund A (SOPAX) dividend yield: annual payout, 4 year average yield, yield chart and 10 year yield history.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. 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 ...LCBOX - ClearBridge Dividend Strategy 1 - Review the LCBOX stock price, growth, performance, sustainability and more to help you make the best investments.ClearBridge Dividend Strategy Fund Class 1. $28.59. LCBOX0.74%. ClearBridge Dividend Strategy Fund Class IS. $29.67. LCBEX0.75%. ClearBridge Dividend …

Exchange Traded Funds . Separately Managed Accounts . 529 Portfolios . Closed End Funds . Interval Funds . Money Funds . Tender Offer Funds . Select to Filter Asset Class. ... Add ClearBridge Dividend Strategy ESG Portfolios to favorites . ClearBridge Dividend Strategy ESG Portfolios . Total Returns (%) As of 09/30/2023. 3 Mths -4.63 . YTD ...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 many

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. 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 federal government does not pay individuals to live in Alaska, but the state government maintains a dividend fund from oil revenue known as the Alaska Permanent Fund that it uses to pay its residents an annual fee to live in the state.Find a Symbol Search for Dividend History When autocomplete results are available use up and down arrows to review and enter to select. Touch device users, explore by touch or with swipe gestures.ClearBridge Dividend Strategy Fund Class 1. $28.59. LCBOX0.74%. ClearBridge Dividend Strategy Fund Class IS. $29.67. LCBEX0.75%. ClearBridge Dividend …Mutual Funds. Name, Performance, Fact Card, Commentary, Copy link to clipboard. ClearBridge Sustainability Leaders Fund ... ClearBridge Dividend Strategy ESG ...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. 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 ...

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 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 initiate their dividends over time.

Mutual Funds. Name, Performance, Fact Card, Commentary, Copy link to clipboard. ClearBridge Sustainability Leaders Fund ... ClearBridge Dividend Strategy ESG ...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 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.See ClearBridge Dividend Strategy Fund (LCBOX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...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 ...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.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 2013. $0.15. -. View the latest ClearBridge Dividend Strategy Fund;C (SBPLX) stock price, news, historical charts, analyst ratings and financial information from WSJ.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.SOPYX | A complete ClearBridge Dividend Strategy Fund;I mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.

Bank Crisis Motivates Refined Focus on Financials. After strong outperformance in 2022, ClearBridge Dividend Strategy lagged the broader market in the first quarter of 2023. Growth stocks - many ...Small businesses need sound marketing to attract customers and grow their companies, but they don’t always have a lot of funds to spend. Fortunately, there are plenty of options that make advertising affordable that are highly effective.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.Instagram:https://instagram. sunlife philippinescar company stockscignaplus savings dental plan reviewsbnd 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 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 ... vanguard high yield corporate bond fundt rowe price overseas stock fund 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). aapl stock target price 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).Fund Description. 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.