Clearbridge dividend strategy fact sheet
WebApr 5, 2024 · YLDE Portfolio Data. Weighted Average Market Cap $309.21B. Price / Earnings Ratio 16.47. Price / Book Ratio 3.35. Distribution Yield 1.79%. Next Ex-Dividend Date N/A. Number of Holdings 50. WebApr 10, 2024 · Brand ClearBridge Structure ETF Expense Ratio 0.53% ETF Home Page Home page Inception May 03, 2024 Index Tracked ACTIVE - No Index Analyst Report FA Report PDF Pending Download the FactSet Analyst Insight Report here. ETF Database Themes Category Large Cap Growth Equities Asset Class Equity Asset Class Size …
Clearbridge dividend strategy fact sheet
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WebMar 31, 2024 · Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics that pay dividends or are expected to initiate their dividends over time. It invests primarily in common stocks. WebFeb 28, 2024 · ClearBridge Tactical Dividend Income Fund Class A No Transaction Fee 1 Prospectus More This fund is now available NTF (No Transaction Fee) and offered load-waived through Fidelity Morningstar ® Snapshot* AS OF 2/28/2024; Morningstar Category: Large Value *Data provided by Morningstar Overall Rating Rating Information Returns …
WebMar 30, 2024 · ClearBridge Large Cap Growth ESG ETF Issuers Franklin Templeton LRGE LRGE ClearBridge Large Cap Growth ESG ETF Price: undefined undefined Change: Category: Large Cap Growth Equities Last Updated: Mar 30, 2024 Vitals Issuer Franklin Templeton Brand ClearBridge Structure ETF Expense Ratio 0.59% ETF Home … Webthe balance sheet at amortized cost, meaning changes in the market price of the security do not ... The ClearBridge Dividend Strategy underperformed its S&P 500 Index …
WebClearBridge Dividend Strategy A A (SOPAX) Fund SOPAX Price as of: MAR 08, 05:00 PM EST $26.62 - $0.05 - 0.19% Primary Theme U.S. Large-Cap Blend Equity fund company Franklin Templeton Snapshot Profile Performance Holdings Expenses Distributions Managers Vitals YTD Return -0.4% 1 yr return -8.1% 3 Yr Avg Return 6.0% 5 Yr Avg … Web3 hours ago · ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the...
WebFact sheet December 31, 2024 ClearBridge Small Cap Growth Fund Domestic stock fund Class IS Fund facts ... Performance figures include the reinvestment of all dividends and any capital gains distributions. ... Performance is subject to the risk that the advisor’s asset allocation and investment strategies do not perform as expected, which ...
WebClearBridge Dividend Strategy Fund Class 1 LCBOX Top Ten Holdings as of 12/31/2024 Top 10 Holdings in LCBOX 32.0358% Category Average 50.44% Top 10 holdings are 32.0358% of the total portfolio assets. The category average percent of Portfolio in top 10 holdings is 50.44% Symbol Company Name Industry Percent of Assets reslife ucla graphicWebMar 31, 2024 · 02/28/2024: LGVAX: $28,429. The Russell 1000 ® Value Index is an unmanaged market capitalization-weighted index of value-oriented stocks of the largest U.S. domiciled companies that are included in the Russell 1000 Index. Value-oriented stocks tend to have lower price-to-book ratios and lower forecasted growth values. : $25,016. proth alloWebDec 31, 2024 · Many of the forces which buoyed companies with growing dividends in 2024 remain intact for 2024. ... Tesla has a clean balance sheet with negative net debt and enormous revenue growth, EBITDA growth and free cash flow generation. ... The ClearBridge Large Cap Growth Strategy outperformed its benchmark in the fourth … prothallus diagram