LBWAX Mutual Fund

LBWAX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A) is managed by Franklin Templeton Investments (US) with $108.1M in net assets. LBWAX expense ratio is 1.16%, holding 222 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2010-09-07.

LBWAX performance shows a YTD return of 18.80%. The 1-year return is 39.32% and the 5-year return is 22.17%. LBWAX dividend yield stands at 2.65%, paid annually.

LBWAX top holdings include Jpmorgan Chase (4.5%), Exxonmobil Corp. (3.6%), Microsoft Corp (3.4%), Apple Inc (3.1%), Merck & Company Inc (2.9%). 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.