LBWIX Mutual Fund

LBWIX Mutual Fund (BrandywineGLOBAL - Diversified US Large Cap Value Fund Class I) is managed by Franklin Templeton Investments (US) with $3.2M in net assets. LBWIX expense ratio is 0.81%, holding 226 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2010-09-07.

LBWIX performance shows a YTD return of 13.33%. The 1-year return is 18.66% and the 5-year return is 12.74%. LBWIX dividend yield stands at 1.47%.

LBWIX top holdings include Jpmorgan Chase (4.5%), Exxonmobil Corp. (3.6%), Microsoft Corp (3.4%), Apple, Inc (3.1%), Merck & Company Inc (2.9%). Go to all LBWIX holdings, LBWIX sectors, or LBWIX dividends.

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