LCBDX Mutual Fund

LCBDX Mutual Fund (ClearBridge Tactical Dividend Income Fund Class IS) is managed by Franklin Templeton Investments (US) with $10.3M in net assets. LCBDX expense ratio is 1.02%, holding 79 positions across sectors including Energy, Information Technology, Industrials. Inception date: 2013-05-22.

LCBDX performance shows a YTD return of 9.01%. The 1-year return is 15.62% and the 5-year return is 9.87%. LCBDX dividend yield stands at 3.15%, paid quarterly.

LCBDX top holdings include Alphabet Inc.Class A (2.9%), Williams Cos. Inc. (2.9%), Apple, Inc (2.7%), Microsoft Corp 4.100 Feb 06 37 (2.6%), Energy Transfer (2.4%). Go to all LCBDX holdings, LCBDX sectors, or LCBDX dividends.

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