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 $13.0M in net assets. LBISX expense ratio is 0.71%, holding 226 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2010-09-07.
LBISX performance shows a YTD return of 19.46%. The 1-year return is 25.94% and the 5-year return is 12.84%. LBISX dividend yield stands at 11.05%, paid annually.
LBISX top holdings include Jpmorgan Chase (4.5%), Exxon Mobil Corp. (3.6%), Microsoft Corp (3.4%), Apple, Inc (3.1%), Merck & Company Inc (2.9%). 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.