LBRIX Mutual Fund

LBRIX Mutual Fund (ClearBridge Dividend Strategy Fund Class FI) is managed by Franklin Templeton Investments (US) with $6.3M in net assets. LBRIX expense ratio is 1.02%, holding 54 positions across sectors including Information Technology, Financials, Energy. Inception date: 2013-05-16.

LBRIX performance shows a YTD return of 11.16%. The 1-year return is 14.65% and the 5-year return is 10.32%. LBRIX dividend yield stands at 1.22%, paid quarterly.

LBRIX top holdings include Exxon Mobil Corp. (4.5%), Williams Cos. Inc. (4.2%), Microsoft Corp (4.0%), Nvidia Corp (3.4%), Alphabet Inc,class A (3.2%). Go to all LBRIX holdings, LBRIX sectors, or LBRIX dividends.

LBRIX can be compared against other funds. Use LBRIX overlap to find shared positions, or LBRIX vs another fund for a side-by-side view. LBRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.