Clearbridge dividend strategy fund.

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 ...

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. 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 …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 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 ...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).

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

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.

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 ...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 ...View the latest ClearBridge Dividend Strategy Fund;1 (LCBOX) stock price, news, historical charts, analyst ratings and financial information from WSJ.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 initiate their dividends over time.See the company profile for ClearBridge Dividend Strategy Fund (SOPAX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key ...

Factsheet - ClearBridge Dividend Strategy Fund Publication Date: September 2023 Product overview including investment objective; costs; past performance and holdings …

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 — …

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 ... 2013. $0.15. -. View the latest ClearBridge Dividend Strategy Fund;C (SBPLX) stock price, news, historical charts, analyst ratings and financial information from WSJ.YLDE Portfolio - Learn more about the ClearBridge Dividend Strategy ESG ETF investment portfolio including asset allocation, stock style, stock holdings and more.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 ...View Top Holdings and Key Holding Information for ClearBridge Dividend Strategy Fund (SOPAX).View the latest ClearBridge Dividend Strategy Fund;1 (LCBOX) stock price, news, historical charts, analyst ratings and financial information from WSJ.

The fund follows our Infrastructure Income Strategy primarily aiming to provide investors with consistent income from infrastructure securities in both ...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 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 ...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. 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 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 ...ClearBridge Dividend Strategy Fund Class A, SOPAX summary - FT.com Funds ClearBridge Dividend Strategy Fund Class A + Add to watchlist SOPAX Actions …

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

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. 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 ... 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 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 ...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 ...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 fund generally pays dividends, if any, monthly, and makes capital gain distributions, if any, twice a year, typically in June and December. Chart for Clearbridge Dividend Strategy Fund Class A ...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 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.

Performance figures for periods shorter than one year represent cumulative figures and are not annualized. All performance is reported in US dollars. Find latest …Product Commentary - ClearBridge Dividend Strategy ESG Portfolios SMA . Publication Date: 09/30/2023 . Download PDF . Add To Cart. Mailed hardcopies unavailable. Product Commentary - ClearBridge Dividend Strategy Fund. PDF Format . Product Commentary - ClearBridge Dividend Strategy Fund . Download PDF . Add To Cart. Mailed …strategy. The investment manager's composite may include separately managed accounts, institutional accounts and/or mutual funds. Performance and other data ...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 ...More YLDE Holdings. Current Portfolio Date Nov 30, 2023. Equity Holdings 53. Bond Holdings 0. Other Holdings 2. % Assets in Top 10 Holdings 32.5. Top 10 Holdings. % Portfolio Weight. Market Value USD.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 ...Factsheet - ClearBridge Dividend Strategy Fund Publication Date: September 2023 Product overview including investment objective; costs; past performance and holdings …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.2013. $0.15. -. View the latest ClearBridge Dividend Strategy Fund;C (SBPLX) stock price, news, historical charts, analyst ratings and financial information from WSJ.The fund generally pays dividends, if any, monthly, and makes capital gain distributions, if any, twice a year, typically in June and December. Chart for Clearbridge Dividend Strategy Fund Class A ...

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 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.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 ... Instagram:https://instagram. cost for a ferraridoes tesla pay a dividendvwelx vanguardhow to invest in mexico 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. atrium aiamerican towers stock 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 …The fund invests in equity and fixed income securities of both U.S. and foreign issuers. The fund seeks to generate income and appreciation by allocating fund ... financial consultant louisville 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 ... View the latest ClearBridge Dividend Strategy Fund;I (SOPYX) stock price, news, historical charts, analyst ratings and financial information from WSJ.