Clearbridge dividend strategy fund.

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 ... 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 expected to …The best performing dividend ETF focused mostly (although not entirely) on U.S. stocks is the ClearBridge Dividend Strategy ESG ETF (YLDE), a fund which has appeared on the monthly top performer ...John Baldi is a Portfolio Manager and co-manages the Dividend Strategy and Dividend Strategy ESG portfolios. Prior to his appointment to the Portfolio Management team, John served as a Senior Portfolio Analyst at ClearBridge. John has 23 years of investment industry experience and joined a predecessor organization in 2004. A high-level overview of ClearBridge Dividend Strategy Fund Other (LBRIX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.

Fund Description. 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 appreciation. Uses fundamental analysis to select a diversified portfolio of companies with long histories of paying and raising dividends.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 ...

Summary. An experienced management team and a patient, repeatable process allows ClearBridge Dividend Strategy to excel when markets hit the skids. It earns Morningstar Analyst Ratings that range ...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) 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.Find the latest performance data chart, historical data and news for ClearBridge Dividend Strategy Fund Class A (SOPAX) at Nasdaq.com.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 ...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. ClearBridge Dividend Strategy Fund Class 1. $28.59. LCBOX0.74%. ClearBridge Dividend Strategy Fund Class IS. $29.67. LCBEX0.75%. ClearBridge Dividend …

ClearBridge Dividend Strategy Fund. Summary Prospectus. Prospectus. Statement of Additional Information. Annual Report. Semiannual Report. Quarter 1 Holdings. Quarter 3 Holdings. iXBRL Document.

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 TACTICAL DIVIDEND INCOME FUND CLASS IS- Performance charts including intraday, historical charts and prices and keydata. Indices Commodities Currencies StocksSOPYX | A complete ClearBridge Dividend Strategy Fund;I mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.Dividend Strategy 3Q23 Update · Large Cap Growth Monthly Update. Large Cap ... funds and ETFs. ClearBridge Investments and FD, LLC are subsidiaries of Franklin ...ClearBridge Dividend Strategy Fund;A | historical charts and prices, financials, and today's real-time SOPAX stock price.ClearBridge Dividend Strategy Fund - Class A - SOPAX. Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - SOPAX.Find the latest performance data chart, historical data and news for ClearBridge Dividend Strategy Fund Class 1 (LCBOX) at Nasdaq.com.

SOPAX Portfolio - Learn more about the ClearBridge Dividend Strategy A investment portfolio including asset allocation, stock style, stock holdings and more.Returns reflect reinvestment of dividends and capital gains. Performance figures for periods shorter than one year represent cumulative figures and are not annualized. All performance is reported in US dollars. Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Portfolios.The best performing dividend ETF focused mostly (although not entirely) on U.S. stocks is the ClearBridge Dividend Strategy ESG ETF (YLDE), a fund which has appeared on the monthly top performer ...A high-level overview of ClearBridge Dividend Strategy Fund A (SOPAX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.Nov 27, 2023 · 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 ... John Baldi is a Portfolio Manager and co-manages the Dividend Strategy and Dividend Strategy ESG portfolios. Prior to his appointment to the Portfolio Management team, John served as a Senior Portfolio Analyst at ClearBridge. John has 23 years of investment industry experience and joined a predecessor organization in 2004. Sep 30, 2023 · Investment Overview. ClearBridge Dividend Strategy Portfolios invest primarily in dividend-paying stocks that offer the potential for income growth and capital appreciation over time. The investment team believes that companies that exhibit market leadership, coupled with solid balance sheets and strong dividend profiles, are attractive ...

ClearBridge Dividend Strategy ESG ETF Price: $41.08 Change: $0.46 (0.01%) Category: Large Cap Growth Equities. Last Updated: Oct 17, 2023 2023-10-17. Advertisement ... View charts that break down the influence that fund flows and price had on overall assets. 5 Day Net AUM Change: 325.2 K 1 Month Net AUM Change:-690.3 K

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 ... Investor Outcomes. The Infrastructure Income Strategy aims to provide investors with long-term inflation-linked capital growth over an economic cycle with a focus on providing reliable income. This is achieved by investing in a range of listed infrastructure securities spread across geographic regions in both the developed and emerging markets.19 dic 2022 ... Source: ClearBridge Investments. Measures performance of dividend-paying stocks and non-dividend-paying stocks in the S&P 500 Index as well as ...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. Sep 30, 2023 · See holdings data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund. Get comprehensive information about Legg Mason ClearBridge Tactical Dividend Income Fund Class A HKD Distributing (M) Plus (IE00BN8TJ469) - quotes, charts, ...See ClearBridge Dividend Strategy Fund (LCBEX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ... John Baldi is a Portfolio Manager and co-manages the Dividend Strategy and Dividend Strategy ESG portfolios. Prior to his appointment to the Portfolio Management team, John served as a Senior Portfolio Analyst at ClearBridge. John has 23 years of investment industry experience and joined a predecessor organization in 2004.

See ClearBridge Dividend Strategy Fund (SOPYX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...

4 mar 2014 ... Peter Vanderlee: Along with the Legg Mason ClearBridge Tactical Dividend Income Fund, I co-manage equity income strategies including ...

Summary. An experienced management team and a patient, repeatable process allows ClearBridge Dividend Strategy to excel when markets hit the skids. It earns Morningstar Analyst Ratings that range ...Feb 23, 2023 · Summary. An experienced management team and a patient, repeatable process allows ClearBridge Dividend Strategy to excel when markets hit the skids. It earns Morningstar Analyst Ratings that range ... A high-level overview of ClearBridge Dividend Strategy Fund Inst (SOPYX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.QS International Equity Fund: QS Strategic Real Return Fund: QS U.S. Small Capitalization Equity Fund: RARE Global Infrastructure Value Fund: Legg Mason Partners Equity Trust: ClearBridge Aggressive Growth Fund: ClearBridge All Cap Value Fund: ClearBridge Appreciation Fund: ClearBridge Dividend Strategy Fund: ClearBridge …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 ...Dividend Strategy 2Q23 Update. Mike Clarfeld highlights how dividend growers have historically done well during and after rate hike cycles and how they help ...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. Oct 31, 2023 · Chart for Clearbridge Dividend Strategy Fund Class 1 LCBOX. Other News for LCBOX ClearBridge Small Cap Value Strategy Q3 2023 Portfolio Manager Commentary 10/26/23-8:18AM EST Seeking Alpha Find the latest performance data chart, historical data and news for ClearBridge Dividend Strategy Fund Class A (SOPAX) at Nasdaq.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. Fund Description. 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 appreciation. Uses fundamental analysis to select a diversified portfolio of companies with long histories of paying and raising dividends.

ClearBridge Investments is a leading global equity manager with $155.2 billion in assets under management as of 9/30/2023. ... Dividend Strategy 3Q23 Update . Large Cap Growth Monthly Update ... LLC is a FINRA registered broker-dealer and principal distributor for Franklin Templeton mutual funds and ETFs. ClearBridge Investments and FD, LLC …Table of Contents. Fund overview . Q. What is the Fund’s investment strategy? A. ClearBridge Dividend Strategy ESG ETF (the “Fund”) 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, if any, …Market Capitalization Allocation. As of 10/31/2023 % of Equity Updated Monthly. 10-25 Billion 25-50 Billion >50 Billion. 0% 20% 40% 60% 80%. 10-25 Billion. Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - SBPLX.The ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the second quarter. On an absolute basis, the Strategy saw positive contributions from nine of the 11 sectors in ...Instagram:https://instagram. how to open vanguardvanguard stocks todaymost sustainable companiescoins worth the most View the latest ClearBridge Dividend Strategy Fund;I (SOPYX) stock price, news, historical charts, analyst ratings and financial information from WSJ. stock broker for penny stocksfutures trading mobile app Aug 06, 2009. 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. stock market analyst A high-level overview of ClearBridge Dividend Strategy Fund Retirement (LMMRX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.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.Oct 31, 2023 · ClearBridge Dividend Strategy Fund Fact Sheet Product Commentary Prospectus Annual Report View All As of 11/29/2023 NAV 1 $29.40 $0.05 (0.17%) POP 2 $29.40 YTD Total Return At NAV 3 9.63% As of 10/31/2023 Morningstar Overall Rating™ 4 View ratings details Large Blend Overall Morningstar Rating As of 10/31/2023 Rating Category: Large Blend