LBDRX Mutual Fund
LBDRX Mutual Fund
LBDRX Mutual Fund
BrandywineGLOBAL - Diversified US Large Cap Value Fund Class R
LBDRX Mutual Fund Overview
LBDRX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class R) is managed by Franklin Templeton Investments (US) with $1.3M in net assets. LBDRX expense ratio is 1.41%, holding 222 positions across sectors including Financials, Health Care, Energy. Inception date: 2014-01-31.
LBDRX performance shows a YTD return of 16.06%. The 1-year return is 27.32% and the 5-year return is 12.07%. LBDRX dividend yield stands at 10.78%, paid annually.
LBDRX top holdings include Exxon Mobil Corp. (5.0%), Jpmorgan Chase (4.8%), Johnson & Johnson - Common (4.0%), Bank Of America Corp. (2.6%), Morgan Stanley (2.1%). Go to all LBDRX holdings, LBDRX sectors, or LBDRX dividends.
LBDRX can be compared against other funds. Use LBDRX overlap to find shared positions, or LBDRX vs another fund for a side-by-side view. LBDRX alternatives are available via the screener, along with tax-loss harvesting opportunities.