LMLSX Mutual Fund

LMLSX Mutual Fund (ClearBridge Large Cap Value Fund Class IS) is managed by Franklin Templeton Investments (US) with $237.3M in net assets. LMLSX expense ratio is 0.44%, holding 57 positions across sectors including Financials, Information Technology, 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 9.34%. LMLSX dividend yield stands at 1.19%, paid quarterly.

LMLSX top holdings include Apple, Inc (5.9%), Amazon.Com Inc (5.8%), Jpmorgan Chase & Co. (4.6%), Johnson & Johnson (3.8%), Cvs Health Corp. (2.5%). 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.