LMLSX Mutual Fund

LMLSX Mutual Fund (ClearBridge Large Cap Value Fund Class IS) is managed by Franklin Templeton Investments (US) with $230.8M 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 14.05%. The 1-year return is 17.24% and the 5-year return is 8.72%. LMLSX dividend yield stands at 1.09%, paid quarterly.

LMLSX top holdings include Apple Inc (6.5%), Amazon.Com Inc (5.5%), Jpmorgan Chase (4.3%), Microsoft Corp (3.9%), Johnson & Johnson - Common (3.9%). 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.