LMMRX Mutual Fund

LMMRX Mutual Fund (ClearBridge Dividend Strategy Fund Class R) is managed by Franklin Templeton Investments (US) with $45.1M in net assets. LMMRX expense ratio is 1.36%, holding 51 positions across sectors including Information Technology, Financials, Energy. Inception date: 2012-02-02.

LMMRX performance shows a YTD return of 11.14%. The 1-year return is 14.73% and the 5-year return is 9.22%. LMMRX dividend yield stands at 0.82%, paid monthly.

LMMRX top holdings include Exxonmobil Corp. (4.5%), Microsoft Corp (4.2%), Williams Cos. Inc. (4.0%), Nvidia Corp (3.7%), Alphabet Inc (3.4%). 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.