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 226 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2010-09-07.

LBWCX performance shows a YTD return of 18.62%. The 1-year return is 24.61% and the 5-year return is 11.59%. LBWCX dividend yield stands at 9.98%, paid annually.

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