LBWAX Mutual Fund

LBWAX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A) is managed by Franklin Templeton Investments (US) with $98.6M in net assets. LBWAX expense ratio is 1.16%, holding 222 positions across sectors including Financials, Health Care, Energy. 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 12.98%. LBWAX dividend yield stands at 10.66%, paid annually.

LBWAX 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 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.