LBDRX Mutual Fund
LBDRX Mutual Fund
LBDRX Mutual Fund
BrandywineGLOBAL - Diversified US Large Cap Value Fund Class R
LBDRX Mutual Fund Overview
LBDRX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class R) is managed by Franklin Templeton Investments (US) with $1.2M in net assets. LBDRX expense ratio is 1.41%, holding 226 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2014-01-31.
LBDRX performance shows a YTD return of 19.00%. The 1-year return is 25.18% and the 5-year return is 21.95%. LBDRX dividend yield stands at 10.51%, paid annually.
LBDRX top holdings include Jpmorgan Chase (4.5%), Exxon Mobil Corp. (3.6%), Microsoft Corp (3.4%), Apple, Inc (3.1%), Merck & Company Inc (2.9%). Go to all LBDRX holdings, LBDRX sectors, or LBDRX dividends.
LBDRX can be compared against other funds. Use LBDRX overlap to find shared positions, or LBDRX vs another fund for a side-by-side view. LBDRX alternatives are available via the screener, along with tax-loss harvesting opportunities.