Clearbridge dividend strategy fund.

6 mar 2017 ... The ClearBridge Dividend Strategy Fund, which had $5.6 billion of assets at the end of 2016, invests for a combination of dividend income, ...

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

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.LCBOX - ClearBridge Dividend Strategy 1 - Review the LCBOX stock price, growth, performance, sustainability and more to help you make the best investments.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.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).

See holdings data for ClearBridge Dividend Strategy Fund (SOPYX). 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 ...

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 ...Legg Mason ClearBridge Dividend Strategy Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund invests at least 80% of its net assets in dividend ...ClearBridge Dividend Strategy Fund: investor’s trading activity when orders are placed through these types of accounts. There may also be operational and technological limitations on the ability of the fund’s service providers to identify or terminate frequent trading activity within the various types of omnibus accounts. The distributor ...SOPAX Portfolio - Learn more about the ClearBridge Dividend Strategy A investment portfolio including asset allocation, stock style, stock holdings and more.

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 ...

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 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.ClearBridge Dividend Strategy Fund Payout Change Pending Price as of: NOV 24, 05:00 PM EST $29.44 +0.12 +0.41% primary theme U.S. Large-Cap Blend Equity share class I …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.24 mar 2023 ... ClearBridge Investments' Dividend Strategy Fund has been named one of "The Best Dividend Funds" for 2023 by Morningstar. Michael Clarfeld ...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

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. Find the latest performance data chart, historical data and news for ClearBridge Dividend Strategy Fund Class A (SOPAX) at Nasdaq.com.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 Dividend Strategy Fund Inst (SOPYX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.See holdings data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund.

View the latest ClearBridge Dividend Strategy Fund;I (SOPYX) stock price, news, historical charts, analyst ratings and financial information from WSJ.

ClearBridge Dividend Strategy Fund: investor’s trading activity when orders are placed through these types of accounts. There may also be operational and technological limitations on the ability of the fund’s service providers to identify or terminate frequent trading activity within the various types of omnibus accounts. The distributor ...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 ClearBridge Sustainability Leaders Fund. Copy to Clipboard. Separately Managed ... ClearBridge Dividend Strategy ESG Portfolios. Copy to Clipboard. ClearBridge ...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 …Legg Mason ClearBridge Dividend Strategy Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund invests at least 80% of its net assets in dividend ...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 ...See ClearBridge Dividend Strategy Fund (SBPLX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ... 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 ... The ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the third quarter. Click here to read the full fund letter.

Site Map. This is for persons in the US only. 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.

dividend compounders particularly well-suited for the current environment. After strong outperformance in 2022, ClearBridge Dividend Strategy lagged the broader market in the first quarter of 2023. Growth stocks — many of which do not pay dividends, and which lagged significantly in 2022 — bounced back sharply. The

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 ...Add ClearBridge Dividend Strategy Fund to favorites . ClearBridge Dividend Strategy Fund - SOPAX . Sales Charges : Max - 5.50% | CDSC - 1.00% . Share Class . Class A . As of 11/29/2023. ... Add ClearBridge Mid Cap Fund to favorites . ClearBridge Mid Cap Fund - SBMAX . Sales Charges : Max - 5.50% | CDSC - 1.00% . …Site Map. This is for persons in the US only. 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 Portfolios invest primarily in dividend-paying stocks that have the potential for income growth and capital appreciation over time. The investment team believes that companies that exhibit market leadership, coupled with …strategy. The investment manager's composite may include separately managed accounts, institutional accounts and/or mutual funds. Performance and other data ...ClearBridge Dividend Strategy Portfolios invest primarily in dividend-paying stocks that have the potential for income growth and capital appreciation over time. The investment team believes that companies that exhibit market leadership, coupled with …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 ...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.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 …ClearBridge Dividend Strategy Fund Payout Change Pending Price as of: NOV 24, 05:00 PM EST $29.44 +0.12 +0.41% primary theme U.S. Large-Cap Blend Equity share class I …The federal government does not pay individuals to live in Alaska, but the state government maintains a dividend fund from oil revenue known as the Alaska Permanent Fund that it uses to pay its residents an annual fee to live in the state.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 …

ClearBridge Dividend Strategy A. SOPAX. Morningstar Medalist Rating. Medalist Rating as of Feb 23, 2023 | See Franklin Templeton Investment Hub. Quote. …Site Map. This is for persons in the US only. 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. 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 dividendsInstagram:https://instagram. vrntxle stock holdingscheapest futures trading platformai related stocks 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 ... option trader softwareoprah weight watchers 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 Inst (SOPYX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. online barronsbooks 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 ...ClearBridge Dividend Strategy Fund Inst (SOPYX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.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 ...