LCBOX Mutual Fund

LCBOX Mutual Fund (ClearBridge Dividend Strategy Fund Class 1) is managed by Franklin Templeton Investments (US) with $1.78B in net assets. LCBOX expense ratio is 0.71%, holding 51 positions across sectors including Information Technology, Financials, Energy. Inception date: 2011-04-29.

LCBOX performance shows a YTD return of 11.73%. The 1-year return is 15.48% and the 5-year return is 9.93%. LCBOX dividend yield stands at 1.43%, paid quarterly.

LCBOX top holdings include Exxonmobil Corp. (4.5%), Microsoft Corp (4.2%), Williams Cos. Inc. (4.0%), Nvidia Corp (3.7%), Alphabet Inc (3.4%). 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.