Clearbridge dividend strategy fund.

See holdings data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund.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.The All Cap Value Strategy invests in a diversified portfolio of stocks whose prices may be undervalued in relation to underlying fundamentals. ... Dividend Yield: 2.1: 2.4: Turnover (trailing 12 mos.) 23.3 ... LLC is a FINRA registered broker-dealer and principal distributor for Franklin Templeton mutual funds and ETFs. ClearBridge …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 ...

Discover historical prices for SOPYX stock on Yahoo Finance. View daily, weekly or monthly format back to when ClearBridge Dividend Strategy Fund stock was issued. 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, …

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 within

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.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 BlendClearBridge Dividend Strategy Fund . 11 . Tax information . The fund’s distributions are generally taxable as ordinary income or capital gains. Payments to broker/dealers and other financial intermediaries . The fund’s related companies pay Service Agents for the sale of fund shares, shareholder services and other purposes. These payments ...ClearBridge Energy Midstream Opportunity Fund raises dividend by 20.4% to $0.65 SA News Mon, Jul. 31 ClearBridge Energy MLP Strategy Q2 2023 Portfolio Manager Commentary

ClearBridge Dividend Strategy Fund as of September 30, 2023 Top Equity Issuers (% of Total) Fund Microsoft Corp 4.94 Apollo Global Management Inc 4.28 Williams Cos Inc/The 3.65 Linde PLC 3.29 Comcast Corp 3.21 Sempra 3.08 Becton Dickinson & Co 2.90 JPMorgan Chase & Co 2.89 Enbridge Inc 2.81 Apple Inc 2.60 Sector Allocation (Equity % of Total ...

Sep 27, 2023 · 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 ...

Dividend Strategy 3Q23 Update · Large Cap Growth Monthly Update. Large Cap ... funds and ETFs. ClearBridge Investments and FD, LLC are subsidiaries of Franklin ...Nov 8, 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 ... ClearBridge Dividend Strategy Fund 7 custodians, sub-custodians, transfer agents and financial intermediaries) to suffer data breaches, data corruption or loss of operational functionality or prevent fund investors from purchasing, redeeming or exchanging shares or receiving distributions. ClearBridge Sustainability Leaders Fund. Copy to Clipboard. Separately Managed ... ClearBridge Dividend Strategy ESG Portfolios. Copy to Clipboard. ClearBridge ...LCBOX | A complete ClearBridge Dividend Strategy Fund;1 mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.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.

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 …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.This Strategy is available in other investment vehicles including the following: ClearBridge Tactical Dividend Income Fund. Investment Process. Review ...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.24 jul 2023 ... Portfolio Manager Margaret Vitrano discusses the factors that drove Strategy outperformance and current positioning priorities.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.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 ...

Find the latest ClearBridge Dividend Strategy Fund (SOPAX) stock quote, history, news and other vital information to help you with your stock trading and investing.

Over the last several years, our portfolio companies have grown their dividends at 10% on average, to us a mark of their quality and durability through market ups and downs (Exhibit 4). Exhibit 4 ...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.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 ...See holdings data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund.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.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 ...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 ...

The ClearBridge Dividend Strategy Fund has always been built on a strong valuation discipline. Successful investing requires not only picking great companies, but also paying appropriate prices. As interest rates have soared but valuations have remained elevated, we are increasingly concerned that many

We have audited the accompanying statement of assets and liabilities, including the schedule of investments, of ClearBridge Variable Dividend Strategy Portfolio (one of the funds constituting Legg Mason Partners Variable Equity Trust, referred to hereafter as the “Fund”) as of December 31, 2020, the related statement of operations for the ...

ClearBridge Dividend Strategy Fund A (SOPAX) dividend yield: annual payout, 4 year average yield, yield chart and 10 year yield history.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.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. Find a Symbol Search for Dividend History When autocomplete results are available use up and down arrows to review and enter to select. Touch device users, explore by touch or with swipe gestures.See ClearBridge Dividend Strategy Fund (LCBOX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...Oct 31, 2023 · 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 CLASS A- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.See fees data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including fund fees, cost projections and minimum investments for ClearBridge Dividend Strategy Fund.The All Cap Value Strategy invests in a diversified portfolio of stocks whose prices may be undervalued in relation to underlying fundamentals. ... Dividend Yield: 2.1: 2.4: Turnover (trailing 12 mos.) 23.3 ... LLC is a FINRA registered broker-dealer and principal distributor for Franklin Templeton mutual funds and ETFs. ClearBridge …Discover historical prices for LCBOX stock on Yahoo Finance. View daily, weekly or monthly format back to when ClearBridge Dividend Strategy 1 stock was issued.24 mar 2023 ... ClearBridge Investments' Dividend Strategy Fund has been named one of "The Best Dividend Funds" for 2023 by Morningstar. Michael Clarfeld ...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.

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.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 ... 12 abr 2023 ... Michael Clarfeld, ClearBridge Investments portfolio manager, joins 'Power Lunch' to discuss the dividend companies Clarfeld favors, ...Instagram:https://instagram. ml preferred depositmysmartmove reviews30 year bondsishares robotics and artificial intelligence etf 24 jul 2023 ... Portfolio Manager Margaret Vitrano discusses the factors that drove Strategy outperformance and current positioning priorities.See the company profile for ClearBridge Dividend Strategy Fund (SOPAX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key ... cei stock forecastfastenal co # 93 in Large Blend Overview Interactive Chart Performance Holdings Costs & Fees Risk Fund Family Overview Interactive Chart Performance Holdings Costs & Fees Risk Fund …12 abr 2023 ... Michael Clarfeld, ClearBridge Investments portfolio manager, joins 'Power Lunch' to discuss the dividend companies Clarfeld favors, ... 28 day treasury bill rate SBPLX - ClearBridge Dividend Strategy C - Review the SBPLX stock price, growth, performance, sustainability and more to help you make the best investments.ClearBridge Dividend Strategy Fund Class 1. $28.59. LCBOX0.74%. ClearBridge Dividend Strategy Fund Class IS. $29.67. LCBEX0.75%. ClearBridge Dividend …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 …