LCBEX Mutual Fund

LCBEX Mutual Fund (ClearBridge Dividend Strategy Fund Class IS) is managed by Franklin Templeton Investments (US) with $204.2M in net assets. LCBEX expense ratio is 0.66%, holding 57 positions across sectors including Information Technology, Financials, 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 10.94%. LCBEX dividend yield stands at 1.42%, paid quarterly.

LCBEX top holdings include Williams Cos. Inc. (4.7%), Exxon Mobil Corp. (3.8%), Microsoft Corp (3.6%), Texas Instrument Inc (3.0%), Alphabet Inc. C (3.0%). 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.