SMDLX Mutual Fund

SMDLX Mutual Fund (ClearBridge Tactical Dividend Income Fund CLass C) is managed by Franklin Templeton Investments (US) with $3.2M in net assets. SMDLX expense ratio is 2.10%, holding 79 positions across sectors including Energy, Information Technology, Industrials. Inception date: 2000-09-22.

SMDLX performance shows a YTD return of 5.24%. The 1-year return is 6.96% and the 5-year return is 8.83%. SMDLX dividend yield stands at 2.40%, paid quarterly.

SMDLX top holdings include Apple, Inc (3.6%), Energy Transfer (3.2%), Microsoft Corp (3.1%), Williams Cos. Inc. (2.8%), Union Pacific Corp (2.7%). Go to all SMDLX holdings, SMDLX sectors, or SMDLX dividends.

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