LCBDX Mutual Fund

LCBDX Mutual Fund (ClearBridge Tactical Dividend Income Fund Class IS) is managed by Franklin Templeton Investments (US) with $9.8M 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 7.77%. The 1-year return is 12.19% and the 5-year return is 14.33%. LCBDX dividend yield stands at 5.73%, paid quarterly.

LCBDX top holdings include Apple, Inc (3.6%), Energy Transfer (3.2%), Microsoft Corp (3.1%), Williams Cos. Inc. (2.8%), Union Pacific Corp (2.7%). 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.