Clearbridge dividend strategy fund.

Sep 30, 2023 · 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

Clearbridge dividend strategy fund. Things To Know About Clearbridge dividend strategy fund.

One of the best things about the world of retirement investing is that it offers plenty of options in terms of what you can invest in, when and how. You can customize your investments to your individual goals and investing style, and you’re...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.Find the latest performance data chart, historical data and news for ClearBridge Dividend Strategy Fund Class 1 (LCBOX) at Nasdaq.com.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.

One of the best things about the world of retirement investing is that it offers plenty of options in terms of what you can invest in, when and how. You can customize your investments to your individual goals and investing style, and you’re...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.ClearBridge Dividend Strategy Fund (the “Fund”) is a separate diversified investment series of Legg Mason Partners Investment Trust (the “Trust”). The Trust, a Maryland statutory trust, is registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end management investment company.

ClearBridge Dividend Strategy A. SOPAX. Morningstar Medalist Rating. Medalist Rating as of Feb 23, 2023 | See Franklin Templeton Investment Hub. Quote. …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 ...

The fund may invest up to 50% of its net assets in equity securities of foreign issuers, either directly or through depositary receipts. Details. 52 Week Range. $25.82 - $28.89. YTD Return. YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. 9.79%.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 ...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 ...Dividend income can provide balance to portfolios focused on capital appreciation. These strategies seek high and growing income streams from equity and related securities including common and preferred stocks, convertible securities, real estate investment trusts and master limited partnerships (MLPs).

Feb 23, 2023 · SOPAX Portfolio - Learn more about the ClearBridge Dividend Strategy A investment portfolio including asset allocation, stock style, stock holdings and more.

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.

Fund Description. 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 …SOPAX Portfolio - Learn more about the ClearBridge Dividend Strategy A investment portfolio including asset allocation, stock style, stock holdings and more.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.Studying abroad can be a life-changing experience, offering valuable opportunities for personal growth and academic advancement. However, the cost of international education can be a major hurdle for many aspiring students.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 ...ClearBridge Dividend Strategy Fund Class 1. $28.59. LCBOX0.74%. ClearBridge Dividend Strategy Fund Class IS. $29.67. LCBEX0.75%. ClearBridge Dividend …SBPLX - ClearBridge Dividend Strategy C - Review the SBPLX stock price, growth, performance, sustainability and more to help you make the best investments.

Oct 31, 2023 · Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - LMMRX. 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 ... 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.About SOPAX. 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... 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 …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 ...

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.

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 · 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. View Top Holdings and Key Holding Information for ClearBridge Dividend Strategy Fund (SOPAX).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 C (SBPLX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.The ClearBridge Dividend Strategy outperformed its S&P 500 Index benchmark during the first quarter. On an absolute basis, the Strategy had gains in three …Franklin Templeton recently hosted due diligence meetings with financial advisors where Tony Davidow, Senior Alternatives Investment Strategist, led discussions focused on alternative investments. He believes that advisor adoption is just beginning and that there are three primary drivers that could help alternatives grow at a rapid pace.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. 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 ...

United Kingdom. 1.55%. Sector and region weightings are calculated using only long position holdings of the portfolio. 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.

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.

Sep 30, 2023 · 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 investment candidates for ... 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. 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 ...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.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 ... 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 Fund (SOPAX) Nasdaq - Nasdaq Delayed Price. Currency in USD. Follow. 2W 10W 9M. 28.13 -0.01 (-0.04%) At close: 08:01PM EST. 1m. YTD.

ClearBridge Dividend Strategy Fund;A | historical charts and prices, financials, and today's real-time SOPAX stock price.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. SOPAX's dividend yield, history, payout ratio, proprietary DARS™ rating & much more! Dividend.com: The #1 Source For Dividend Investing.If you elect to receive the income from a Vantage ISA or Vantage Fund & Share Account, we will collect any dividends for you and then pay them directly into ...Instagram:https://instagram. is amd stock a buyepr stock dividendtrinity industries incmicro investing apps 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 ...Small businesses need sound marketing to attract customers and grow their companies, but they don’t always have a lot of funds to spend. Fortunately, there are plenty of options that make advertising affordable that are highly effective. day trading and taxesamerican water resources of missouri reviews 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 … enbridge dividend 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. ClearBridge Dividend Strategy Fund Class 1. $28.59. LCBOX0.74%. ClearBridge Dividend Strategy Fund Class IS. $29.67. LCBEX0.75%. ClearBridge Dividend …