LIORX Mutual Fund

LIORX Mutual Fund (ClearBridge International Value Fund Class R) is managed by Franklin Templeton Investments (US) with $617,048.81 in net assets. LIORX expense ratio is 1.50%, holding 68 positions across sectors including Financials, Industrials, Energy. Inception date: 2014-01-31.

LIORX performance shows a YTD return of 6.85%. The 1-year return is 13.16% and the 5-year return is 8.95%. LIORX dividend yield stands at 3.49%, paid annually.

LIORX top holdings include Mitsubishi Ufj Financial Group, Inc. (3.6%), Siemens N Ag (3.4%), Shell Plc (3.1%), Axa Sa (2.9%), Bnp Paribas Sa (2.9%). 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.