LBWCX Mutual Fund

LBWCX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class C) is managed by Franklin Templeton Investments (US) with $3.4M in net assets. LBWCX expense ratio is 1.91%, holding 222 positions across sectors including Financials, Health Care, Energy. Inception date: 2010-09-07.

LBWCX performance shows a YTD return of 15.75%. The 1-year return is 26.69% and the 5-year return is 12.17%. LBWCX dividend yield stands at 10.23%, paid annually.

LBWCX 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 LBWCX holdings, LBWCX sectors, or LBWCX dividends.

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