LCBEX Mutual Fund

LCBEX Mutual Fund (ClearBridge Dividend Strategy Fund Class IS) is managed by Franklin Templeton Investments (US) with $202.1M in net assets. LCBEX expense ratio is 0.66%, holding 57 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2013-04-10.

LCBEX performance shows a YTD return of 9.65%. The 1-year return is 17.14% and the 5-year return is 10.88%. LCBEX dividend yield stands at 1.39%, paid quarterly.

LCBEX top holdings include Exxon Mobil Corp. (4.4%), Williams Cos. Inc. (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Alphabet A Usd 0.001 (3.4%), Nvidia Corp. (3.1%). Go to all LCBEX holdings, LCBEX sectors, or LCBEX dividends.

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