LMMRX Mutual Fund

LMMRX Mutual Fund (ClearBridge Dividend Strategy Fund Class R) is managed by Franklin Templeton Investments (US) with $46.8M in net assets. LMMRX expense ratio is 1.36%, holding 57 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2012-02-02.

LMMRX performance shows a YTD return of 9.22%. The 1-year return is 16.30% and the 5-year return is 10.10%. LMMRX dividend yield stands at 0.81%, paid monthly.

LMMRX top holdings include Exxon Mobil Corp. (4.4%), Williams Cos. Inc. (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Alphabet A Usd 0.001 (3.4%), Nvidia Corp. (3.1%). Go to all LMMRX holdings, LMMRX sectors, or LMMRX dividends.

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