LCBOX Mutual Fund

LCBOX Mutual Fund (ClearBridge Dividend Strategy Fund Class 1) is managed by Franklin Templeton Investments (US) with $1.85B in net assets. LCBOX expense ratio is 0.71%, holding 57 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2011-04-29.

LCBOX performance shows a YTD return of 9.63%. The 1-year return is 17.07% and the 5-year return is 10.87%. LCBOX dividend yield stands at 1.44%, paid quarterly.

LCBOX 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 LCBOX holdings, LCBOX sectors, or LCBOX dividends.

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