LMMRX Mutual Fund
LMMRX Mutual Fund
LMMRX Mutual Fund
ClearBridge Dividend Strategy Fund Class R
LMMRX Mutual Fund Overview
LMMRX Mutual Fund (ClearBridge Dividend Strategy Fund Class R) is managed by Franklin Templeton Investments (US) with $45.3M in net assets. LMMRX expense ratio is 1.36%, holding 54 positions across sectors including Information Technology, Financials, Energy. Inception date: 2012-02-02.
LMMRX performance shows a YTD return of 5.41%. The 1-year return is 6.75% and the 5-year return is 9.95%. LMMRX dividend yield stands at 0.87%, paid monthly.
LMMRX 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 LMMRX holdings, LMMRX sectors, or LMMRX dividends.
LMMRX can be compared against other funds. Use LMMRX overlap to find shared positions, or LMMRX vs another fund for a side-by-side view. LMMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.