LBWIX Mutual Fund

LBWIX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class I) is managed by Franklin Templeton Investments (US) with $3.2M in net assets. LBWIX expense ratio is 0.81%, holding 222 positions across sectors including Financials, Health Care, Energy. 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 13.31%. LBWIX dividend yield stands at 10.69%, paid annually.

LBWIX 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 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.