Clearbridge dividend strategy fund.

Bank Crisis Motivates Refined Focus on Financials. After strong outperformance in 2022, ClearBridge Dividend Strategy lagged the broader market in the first quarter of 2023. Growth stocks - many ...

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

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.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.Nov 5, 2023 · 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. 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 …An aggressive financing strategy is a financing strategy under which a company funds its seasonal requirements with short-term debts and its permanent requirement with long-term debt.

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 ...

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 ...

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.2013. $0.15. -. View the latest ClearBridge Dividend Strategy Fund;C (SBPLX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Jun 30, 2023 · 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. Exchange Traded Funds (ETFs) ClearBridge Dividend Strategy ESG ETF - YLDE; YLDE . Add To Focus List. ClearBridge Dividend Strategy ESG ETF. Fact Sheet. Annual Report. Semiannual Report. Prospectus. View All. As of 12/01/2023 . NAV 1. $43.27 . $0.30 (0.70%) Market Price 1. $43.28 . $0.36 (0.84%) YTD Total Return At NAV 2.

See holdings data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund.

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.

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 ...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.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.The ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the third quarter. Click here to read the full fund letter.

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%.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.Dividend Strategy 3Q23 Update · Large Cap Growth Monthly Update. Large Cap ... funds and ETFs. ClearBridge Investments and FD, LLC are subsidiaries of Franklin ...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. 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 ... 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.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 ...

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.

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.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 ... Get the latest ClearBridge Dividend Strategy Fund Class A (SOPAX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and ...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 CLASS R- Performance charts including intraday, historical charts and prices and keydata. Indices Commodities Currencies StocksClearBridge 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 A. SOPAX. Morningstar Medalist Rating. | Medalist Rating as of Feb 23, 2023 | See Franklin Templeton Investment Hub. Quote. …

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 ...

Encuentra la cotización más reciente, historial, noticias y otra información vital de ClearBridge Dividend Strategy Fund (SOPAX) para ayudarte con tus ...When starting a new business or seeking funding for an existing one, having a well-crafted written business plan is essential. A business plan serves as a roadmap for success, outlining your goals, strategies, and financial projections.2013. $0.15. -. View the latest ClearBridge Dividend Strategy Fund;C (SBPLX) stock price, news, historical charts, analyst ratings and financial information from WSJ.Nov 30, 2023 · 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 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 ... 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.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 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. 27 abr 2023 ... Portfolio Manager Aram Green explains how strength among disruptors drove performance in a mega cap-led growth market.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 CommentaryLCBEX | A complete ClearBridge Dividend Strategy Fund;IS mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.

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.Simple IRA. 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.ClearBridge Dividend Strategy Fund Class A, SOPAX summary - FT.com Funds ClearBridge Dividend Strategy Fund Class A + Add to watchlist SOPAX Actions …Instagram:https://instagram. bud lite stockvietnam stockvug vanguardhow much does a gold bullion cost Dividend Strategy 3Q23 Update · Large Cap Growth Monthly Update. Large Cap ... funds and ETFs. ClearBridge Investments and FD, LLC are subsidiaries of Franklin ...2013. $0.15. -. View the latest ClearBridge Dividend Strategy Fund;C (SBPLX) stock price, news, historical charts, analyst ratings and financial information from WSJ. ig margin requirementsgood forex brokers usa 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. Dividend Strategy 2Q23 Update. Mike Clarfeld highlights how dividend growers have historically done well during and after rate hike cycles and how they help ... today movers 1.82%. 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.497K 1 d497k.htm LEGG MASON CLEARBRIDGE DIVIDEND STRATEGY FUND February 28, 2011 . Summary Prospectus . Legg Mason . ClearBridge . Dividend . Strategy . Fund . Class : Ticker Symbol A ... The fund’s emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and …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 ...