LCBEX Mutual Fund

LCBEX Mutual Fund (ClearBridge Dividend Strategy Fund Class IS) is managed by Franklin Templeton Investments (US) with $196.8M in net assets. LCBEX expense ratio is 0.66%, holding 54 positions across sectors including Information Technology, Financials, Energy. Inception date: 2013-04-10.

LCBEX performance shows a YTD return of 11.34%. The 1-year return is 14.94% and the 5-year return is 10.79%. LCBEX dividend yield stands at 1.39%, paid quarterly.

LCBEX 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 LCBEX holdings, LCBEX sectors, or LCBEX dividends.

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