LMLSX Mutual Fund

LMLSX Mutual Fund (ClearBridge Large Cap Value Fund Class IS) is managed by Franklin Templeton Investments (US) with $241.4M in net assets. LMLSX expense ratio is 0.44%, holding 57 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2013-10-16.

LMLSX performance shows a YTD return of 12.91%. The 1-year return is 22.58% and the 5-year return is 9.45%. LMLSX dividend yield stands at 1.20%, paid quarterly.

LMLSX top holdings include Jpmorgan Chase (4.3%), Johnson & Johnson - Common (3.5%), Alphabet Inc Common Stock USD 0.001 (3.4%), Intel Corporation (3.2%), Xpo Logistics Inc. (3.0%). Go to all LMLSX holdings, LMLSX sectors, or LMLSX dividends.

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