LCBOX Mutual Fund

LCBOX Mutual Fund (ClearBridge Dividend Strategy Fund Class 1) is managed by Franklin Templeton Investments (US) with $1.78B in net assets. LCBOX expense ratio is 0.71%, holding 54 positions across sectors including Information Technology, Financials, Energy. Inception date: 2011-04-29.

LCBOX performance shows a YTD return of 5.90%. The 1-year return is 7.44% and the 5-year return is 10.66%. LCBOX dividend yield stands at 1.51%, paid quarterly.

LCBOX top holdings include Exxonmobil Corp. (4.5%), Williams Cos. Inc. (4.2%), Microsoft Corp (4.0%), Nvidia Corp (3.4%), Alphabet Inc (3.2%). Go to all LCBOX holdings, LCBOX sectors, or LCBOX dividends.

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