LCBVX Mutual Fund

LCBVX Mutual Fund (ClearBridge Large Cap Value Fund Class R) is managed by Franklin Templeton Investments (US) with $3.0M in net assets. LCBVX expense ratio is 1.21%, holding 58 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2013-12-19.

LCBVX performance shows a YTD return of 10.53%. The 1-year return is 13.78% and the 5-year return is 8.17%. LCBVX dividend yield stands at 0.37%.

LCBVX top holdings include Apple, Inc (6.0%), Amazon.Com Inc (5.6%), Jpmorgan Chase (4.6%), Johnson & Johnson - Common (3.9%), Microsoft Corp (3.7%). Go to all LCBVX holdings, LCBVX sectors, or LCBVX dividends.

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