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 Financials, Information Technology, 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 8.46%. LCBVX dividend yield stands at 0.51%, paid quarterly.

LCBVX top holdings include Apple, Inc (5.9%), Amazon.Com Inc (5.8%), Jpmorgan Chase & Co. (4.6%), Johnson & Johnson (3.8%), Cvs Health Corp. (2.5%). 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.