Clearbridge dividend strategy fund.

The Large Cap Value ESG Strategy exploits market inefficiencies to identify strong businesses with positive ESG attributes trading at attractive valuations that it can hold for long time periods. Strategy Overview. Pure style large cap value strategy utilizing ESG principles and a high conviction approach. Benchmark.ClearBridge Dividend Strategy Fund: Equity securities are subject to price fluctuation and possible loss of principal. Real estate investment trusts (REITs) are closely linked to the performance of the real estate markets. REITs are subject to illiquidity, credit and interest rate risks, and risks associated with small- and mid-cap investments.This is for persons in the US only. Analyze the Fund ClearBridge Dividend Strategy Fund Class I having Symbol SOPYX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. See fees data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including fund fees, cost projections and minimum investments for ClearBridge Dividend Strategy Fund. ClearBridge Dividend Strategy Fund. LEI-kod: 549300ONQJP03D3TL356. Organisationsnummer: S000016665. Välj. US. ClearBridge Dividend Strategy ESG ETF. LEI-kod ...

ClearBridge Dividend Strategy 1 is part of the Equity global asset class and is within the U.S. Equity fund group. ClearBridge Dividend Strategy 1 has 11.8% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 86.3%. There is 11.8% allocated to foreign stock, and 0.0% is allocated to preferred stocks.

Overview The Dividend Strategy portfolio targets a high level of current income, growth of income and capital preservation in challenging markets by owning high-quality large cap companies that pay an attractive dividend and have the potential to significantly grow their dividends. Investment Philosophy

The ClearBridge Small Cap composite invests in equity securities of U.S. companies that are within or below the market capitalization range of the Russell 2000 Index and that trade at significant discounts to the Investment Manager's assessment of intrinsic value. The strategy is designed for long-term investors who can tolerate the greater ...Seeks to invest in high-quality stocks with an attractive or improving dividend profile. Seeks a combination of dividend income, dividend growth and long-term capital …ClearBridge Dividend Strategy (MA) (CLD-6) Select UMA ClearBridge Investments, LLC New York, New York 10018 620 Eighth Avenue, 48th Floor EXECUTIVE SUMMARY To help you better understand the performance results of third-party investment manager strategies within our Select UMA Program, we are including additional information withinNov 21, 2023 · The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings ... SOPAX | A complete ClearBridge Dividend Strategy Fund;A mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.

Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience. Prior to joining ClearBridge, Michael served as an Equity Analyst at ...

Find the latest performance data chart, historical data and news for ClearBridge Dividend Strategy Fund Class 1 (LCBOX) at Nasdaq.com.

Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 23 years of investment industry experience.The Fund seeks a high level of current income. Long-term capital appreciation is its secondary objective. The Fund invests at least 80% of its net assets in equity securities, with an emphasis on ...Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience. View the latest ClearBridge Dividend Strategy Fund;1 (LCBOX) stock price, news, historical charts, analyst ratings and financial information from WSJ.The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36- 59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of ...

Dividend Strategy. Energy MLP. Global Infrastructure Income. Global ... *Represents funds only – Institutional includes offshore AUM of approximately $4.4 billion ...AST Clearbridge Dividend Growth Portfolio Fund. 29.77 0.22 0.74%. 11/30/2023 12:00 ... Strategy Fund Class R Shares, 5.99. Investment Trust. Name, Advanced Series ...The ClearBridge Small Cap composite invests in equity securities of U.S. companies that are within or below the market capitalization range of the Russell 2000 Index and that trade at significant discounts to the Investment Manager's assessment of intrinsic value. The strategy is designed for long-term investors who can tolerate the greater ...SOPYX | A complete ClearBridge Dividend Strategy Fund;I mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience.ClearBridge Dividend Strategy ESG ETF (YLDE) The Fund is newly organized, with a limited history of operations. Equity securities are subject to price fluctuation and possible loss of principal. In addition to investments in large-capitalization companies, investments may be made in small-cap and mid-cap companies which involve a higher degree ...

ClearBridge Investments has named Pat McElroy a portfolio manager on the Tactical Dividend Income Strategy effective August 1, 2022. December 13, 2021. Copy ...May 22, 2017. 5.03. 5.0%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience.

Find the latest performance data chart, historical data and news for ClearBridge Dividend Strategy Fund Class 1 (LCBOX) at Nasdaq.com.Prospectus - ClearBridge Dividend Strategy Fund Publication Date: May 2023 A pamphlet explaining the fund's goal, investments, and risks, as well as sales charges, fees, and expenses. 24 mar 2023 ... ClearBridge Investments' Dividend Strategy Fund has been named one of "The Best Dividend Funds" for 2023 by Morningstar. Michael Clarfeld ...CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS R- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.Discover historical prices for SOPAX stock on Yahoo Finance. View daily, weekly or monthly format back to when ClearBridge Dividend Strategy Fund stock was issued. ClearBridge Dividend Strategy Fund is an open-end fund incorporated in the USA. The Fund's objective is to provide a high level of current income. The Fund invests at least 80% of the value of its ...ClearBridge Dividend Strategy Fund is an open-end fund incorporated in the USA. The Fund's objective is to provide a high level of current income. The Fund invests at least 80% of the value of its ...The ClearBridge Dividend Strategy ESG ETF (YLDE) is an exchange-traded fund that is based on the S&P 500 ESG index. The fund is an actively managed fund that seeks income, growth of income, and long-term capital appreciation. The fund focuses on global large-cap stocks with attractive dividends and positive ESG attributes.

Feb 23, 2023 · SOPAX is a large-blend fund that invests in dividend-paying stocks and bonds, with a focus on value and quality. It has a Morningstar Medalist rating of Silver to Neutral, depending on share class fees, and a 1.020% expense ratio. See its fund analysis, performance, sustainability, risk and portfolio holdings.

Mutual Funds · ETFs · Articles · Home · Mutual Funds · Large Blend; SOPAX. SOPAX. ClearBridge Dividend Strategy-A. $27.98 -0.09 (-0.32%). Currency in USD / Last ...

6 mar 2017 ... The ClearBridge Dividend Strategy Fund, which had $5.6 billion of assets at the end of 2016, invests for a combination of dividend income, ...Weighting. ClearBridge MLP & Midstream Fund Inc. CEM, 4.69%. Kayne Anderson Energy ... Virtus Dividend, Interest & Premium Strategy Fund, NFJ, 3.24%. abrdn Total ...This is for persons in the US only. Analyze the Fund ClearBridge Dividend Strategy Fund Class I having Symbol SOPYX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.Feb 23, 2023 · SOPAX is a large-blend fund that invests in dividend-paying stocks and bonds, with a focus on value and quality. It has a Morningstar Medalist rating of Silver to Neutral, depending on share class fees, and a 1.020% expense ratio. See its fund analysis, performance, sustainability, risk and portfolio holdings. Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience.ClearBridge Investments is a leading global equity manager with $155.2 billion in assets under management as of September 30, 2023. We are committed to delivering long-term results through active management as we have for more than 60 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward.Exchange Traded Funds . Separately Managed Accounts . 529 Portfolios . Closed End Funds . Interval Funds . Money Funds . Tender Offer Funds . Select to Filter Asset Class. ... Add ClearBridge Dividend Strategy ESG Portfolios to favorites . ClearBridge Dividend Strategy ESG Portfolios . Total Returns (%) As of 09/30/2023. 3 Mths -4.63 . YTD ...ClearBridge Dividend Strategy SOPYX. Columbia Dividend Income LBSAX. Fidelity High Dividend ETF FDVV. FlexShares Quality Dividend ETF QDF. Franklin U.S. Low Volatility High Dividend ETF LVHD ...The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.See ClearBridge Dividend Strategy Fund (LBRIX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, i f any, in equity securities or other investments with similar economic characteristics that pay dividends or are …

CLEARBRIDGE DIVIDEND STRATEGY Heading into the second half of 2022, we held four bank stocks — Bank of America, JPMorgan Chase, PNC Financial and U.S. Bancorp — …ClearBridge Dividend Strategy ESG ETF (YLDE) is an actively managed strategy that seeks attractive income growth and capital appreciation over time by seeking to invest in dividend paying stocks with positive ESG attributes.ClearBridge Dividend Strategy Fund: Equity securities are subject to price fluctuation and possible loss of principal. Real estate investment trusts (REITs) are closely linked to the performance of the real estate markets. REITs are subject to illiquidity, credit and interest rate risks, and risks associated with small- and mid-cap investments.Instagram:https://instagram. intel cfocryptocurrency is a bubbleotcmkts prdsfspfi This is for persons in the US only. Analyze the Fund ClearBridge Dividend Strategy Fund Class I having Symbol SOPYX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings ... day trade tax ratecompare fidelity funds Factsheet - ClearBridge Dividend Strategy Portfolios SMA. Detailed product information, including key portfolio and performance statistics. Literature Code: CDP-FFSM. Next Update. 12/23. Format. PDF. Download PDF.Analyze the Fund ClearBridge Dividend Strategy Fund Class A having Symbol SOPAX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. kimberly clark corp. stock SOPYX | A complete ClearBridge Dividend Strategy Fund;I mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.Factsheet - ClearBridge Dividend Strategy Fund Publication Date: September 2023 Product overview including investment objective; costs; past performance and holdings …