LCBVX Mutual Fund

LCBVX Mutual Fund (ClearBridge Large Cap Value Fund Class R) is managed by Franklin Templeton Investments (US) with $3.2M 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 13.28%. The 1-year return is 16.34% and the 5-year return is 7.85%. LCBVX dividend yield stands at 0.36%, paid quarterly.

LCBVX top holdings include Apple Inc (6.5%), Amazon.Com Inc (5.5%), Jpmorgan Chase (4.3%), Microsoft Corp (3.9%), Johnson & Johnson - Common (3.9%). 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.