LBWAX Mutual Fund

LBWAX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A) is managed by Franklin Templeton Investments (US) with $99.3M in net assets. LBWAX expense ratio is 1.16%, holding 222 positions across sectors including Financials, Health Care, Consumer Discretionary. Inception date: 2010-09-07.

LBWAX performance shows a YTD return of 15.23%. The 1-year return is 27.63% and the 5-year return is 12.36%. LBWAX dividend yield stands at 10.40%, paid annually.

LBWAX top holdings include Jpmorgan Chase (4.4%), Exxon Mobil Corp. (3.5%), Microsoft Corp (2.7%), Apple, Inc (2.7%), Merck & Company Inc (2.5%). Go to all LBWAX holdings, LBWAX sectors, or LBWAX dividends.

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