LBWIX Mutual Fund

LBWIX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class I) is managed by Franklin Templeton Investments (US) with $3.1M in net assets. LBWIX expense ratio is 0.81%, holding 222 positions across sectors including Financials, Health Care, Consumer Discretionary. Inception date: 2010-09-07.

LBWIX performance shows a YTD return of 15.42%. The 1-year return is 27.97% and the 5-year return is 12.69%. LBWIX dividend yield stands at 10.69%, paid annually.

LBWIX 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 LBWIX holdings, LBWIX sectors, or LBWIX dividends.

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