LIORX Mutual Fund

LIORX Mutual Fund (ClearBridge International Value Fund Class R) is managed by Franklin Templeton Investments (US) with $644,641.69 in net assets. LIORX expense ratio is 1.50%, holding 67 positions across sectors including Financials, Industrials, Energy. Inception date: 2014-01-31.

LIORX performance shows a YTD return of 14.32%. The 1-year return is 29.48% and the 5-year return is 10.68%. LIORX dividend yield stands at 3.30%, paid annually.

LIORX top holdings include Siemens Ag (3.4%), Mitsubishi Ufj Financial Group, Inc. (3.4%), Bnp Paribas Sa (3.3%), Shell plc (2.9%), Marubeni Corp (2.8%). Go to all LIORX holdings, LIORX sectors, or LIORX dividends.

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