LIORX Mutual Fund

LIORX Mutual Fund (ClearBridge International Value Fund Class R) is managed by Franklin Templeton Investments (US) with $654,089.89 in net assets. LIORX expense ratio is 1.50%, holding 67 positions across sectors including Financials, Industrials, Information Technology. 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 10.70%. LIORX dividend yield stands at 3.30%, paid annually.

LIORX top holdings include Marubeni Corp (3.6%), Siemens Energy Ag (3.3%), Siemens Ag (3.2%), Mitsubishi Ufj Financial Group, Inc. (2.8%), Shell Plc (2.5%). 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.