LBRIX Mutual Fund

LBRIX Mutual Fund (ClearBridge Dividend Strategy Fund Class FI) is managed by Franklin Templeton Investments (US) with $6.6M in net assets. LBRIX expense ratio is 1.02%, holding 51 positions across sectors including Information Technology, Financials, Energy. Inception date: 2013-05-16.

LBRIX performance shows a YTD return of 11.52%. The 1-year return is 15.30% and the 5-year return is 9.59%. LBRIX dividend yield stands at 1.27%, paid quarterly.

LBRIX top holdings include Exxonmobil Corp. (4.5%), Microsoft Corp (4.2%), Williams Cos. Inc. (4.0%), Nvidia Corp (3.7%), Alphabet Inc (3.4%). Go to all LBRIX holdings, LBRIX sectors, or LBRIX dividends.

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