LMMRX Mutual Fund

LMMRX Mutual Fund (ClearBridge Dividend Strategy Fund Class R) is managed by Franklin Templeton Investments (US) with $47.4M in net assets. LMMRX expense ratio is 1.36%, holding 57 positions across sectors including Information Technology, Financials, 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 10.16%. LMMRX dividend yield stands at 0.82%, paid monthly.

LMMRX top holdings include Williams Cos. Inc. (4.7%), Exxon Mobil Corp. (3.8%), Microsoft Corp (3.6%), Texas Instrument Inc (3.0%), Alphabet Inc. C (3.0%). 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.