LADIX Mutual Fund

LADIX Mutual Fund (ClearBridge Tactical Dividend Income Fund Class I) is managed by Franklin Templeton Investments (US) with $81.4M in net assets. LADIX expense ratio is 1.13%, holding 79 positions across sectors including Energy, Information Technology, Industrials. Inception date: 2008-05-16.

LADIX performance shows a YTD return of 5.99%. The 1-year return is 8.03% and the 5-year return is 9.83%. LADIX dividend yield stands at 3.16%, paid quarterly.

LADIX top holdings include Apple, Inc (3.6%), Energy Transfer (3.2%), Microsoft Corp (3.1%), Williams Cos. Inc. (2.8%), Union Pacific Corp (2.7%). Go to all LADIX holdings, LADIX sectors, or LADIX dividends.

LADIX can be compared against other funds. Use LADIX overlap to find shared positions, or LADIX vs another fund for a side-by-side view. LADIX alternatives are available via the screener, along with tax-loss harvesting opportunities.