LBISX Mutual Fund
LBISX Mutual Fund
LBISX Mutual Fund
BrandywineGLOBAL - Diversified US Large Cap Value Fund Class IS
LBISX Mutual Fund Overview
LBISX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class IS) is managed by Franklin Templeton Investments (US) with $14.9M in net assets. LBISX expense ratio is 0.71%, holding 222 positions across sectors including Financials, Health Care, Energy. Inception date: 2010-09-07.
LBISX performance shows a YTD return of 15.47%. The 1-year return is 28.09% and the 5-year return is 13.41%. LBISX dividend yield stands at 11.34%, paid annually.
LBISX 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 LBISX holdings, LBISX sectors, or LBISX dividends.
LBISX can be compared against other funds. Use LBISX overlap to find shared positions, or LBISX vs another fund for a side-by-side view. LBISX alternatives are available via the screener, along with tax-loss harvesting opportunities.