LCBVX Mutual Fund

LCBVX Mutual Fund (ClearBridge Large Cap Value Fund Class R) is managed by Franklin Templeton Investments (US) with $3.1M in net assets. LCBVX expense ratio is 1.21%, holding 57 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2013-12-19.

LCBVX performance shows a YTD return of 12.39%. The 1-year return is 21.63% and the 5-year return is 8.57%. LCBVX dividend yield stands at 0.52%, paid quarterly.

LCBVX top holdings include Jpmorgan Chase (4.3%), Johnson & Johnson - Common (3.5%), Alphabet Inc Common Stock USD 0.001 (3.4%), Intel Corporation (3.2%), Xpo Logistics Inc. (3.0%). Go to all LCBVX holdings, LCBVX sectors, or LCBVX dividends.

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