Clearbridge dividend strategy fund.

ClearBridge Investments is a leading global equity manager with $155.2 billion in assets under management as of September 30, 2023. We are committed to delivering long-term results through active management as we have for more than 60 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients …The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36- 59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of ...Small businesses need sound marketing to attract customers and grow their companies, but they don’t always have a lot of funds to spend. Fortunately, there are plenty of options that make advertising affordable that are highly effective.Market Capitalization Allocation. As of 10/31/2023 % of Equity Updated Monthly. 10-25 Billion 25-50 Billion >50 Billion. 0% 20% 40% 60% 80%. 10-25 Billion. Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - SBPLX.Get the latest ClearBridge Dividend Strategy Fund Class A (SOPAX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and ...

View the latest ClearBridge Dividend Strategy Fund;I (SOPYX) stock price, news, historical charts, analyst ratings and financial information from WSJ.Find the latest performance data chart, historical data and news for ClearBridge Dividend Strategy Fund Class A (SOPAX) at Nasdaq.com.See ClearBridge Dividend Strategy Fund (LCBOX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...

ClearBridge Dividend Strategy Fund as of September 30, 2023 Top Equity Issuers (% of Total) Fund Microsoft Corp 4.94 Apollo Global Management Inc 4.28 Williams Cos Inc/The 3.65 Linde PLC 3.29 Comcast Corp 3.21 Sempra 3.08 Becton Dickinson & Co 2.90 JPMorgan Chase & Co 2.89 Enbridge Inc 2.81 Apple Inc 2.60 Sector Allocation (Equity % of Total ...ClearBridge Dividend Strategy Fund Payout Change Pending Price as of: NOV 24, 05:00 PM EST $29.44 +0.12 +0.41% primary theme U.S. Large-Cap Blend Equity share class I …

Product overview including investment objective; costs; past performance and holdings details. Literature Code: 90017-FF. Next Update. 12/23. Format. PDF. Download PDF.Add ClearBridge Dividend Strategy Fund to favorites . ClearBridge Dividend Strategy Fund - SOPAX . Sales Charges : Max - 5.50% | CDSC - 1.00% . Share Class . Class A . As of 11/29/2023. ... Add ClearBridge Mid Cap Fund to favorites . ClearBridge Mid Cap Fund - SBMAX . Sales Charges : Max - 5.50% | CDSC - 1.00% . …Feb 23, 2023 · Summary. An experienced management team and a patient, repeatable process allows ClearBridge Dividend Strategy to excel when markets hit the skids. It earns Morningstar Analyst Ratings that range ... Feb 23, 2023 · SOPAX is a large-blend fund that invests in dividend-paying stocks and bonds, with a focus on value and quality. It has a Morningstar Medalist rating of Silver to Neutral, depending on share class fees, and a 1.020% expense ratio. See its fund analysis, performance, sustainability, risk and portfolio holdings. Summary. An experienced management team and a patient, repeatable process allows ClearBridge Dividend Strategy to excel when markets hit the skids. It earns Morningstar Analyst Ratings that range ...

The fund invests in equity and fixed income securities of both U.S. and foreign issuers. The fund seeks to generate income and appreciation by allocating fund ...

Summary. An experienced management team and a patient, repeatable process allows ClearBridge Dividend Strategy to excel when markets hit the skids. It earns Morningstar Analyst Ratings that range ...

ClearBridge Dividend Strategy Fund: Equity securities are subject to price fluctuation and possible loss of principal. Real estate investment trusts (REITs) are closely linked to the performance of the real estate markets. REITs are subject to illiquidity, credit and interest rate risks, and risks associated with small- and mid-cap investments.Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience. See ClearBridge Dividend Strategy Fund (SOPYX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ... CLEARBRIDGE DIVIDEND STRATEGY. Heading into the second half of 2022, we held four bank stocks —. Bank of America, JPMorgan Chase, PNC Financial and U.S. ...497K 1 d497k.htm LEGG MASON CLEARBRIDGE DIVIDEND STRATEGY FUND February 28, 2011 . Summary Prospectus . Legg Mason . ClearBridge . Dividend . Strategy . Fund . Class : Ticker Symbol A ... The fund’s emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and …The ClearBridge Dividend Strategy outperformed its S&P 500 Index benchmark during the second quarter. On an absolute basis, the Strategy had gains in one of the 11 sectors in which it was invested ...Browse Literature. Class A,Class C,Class C1,Class FI,Class I,Class IS,Class R. See regulatory documents for our Funds.

27 abr 2023 ... Portfolio Manager Aram Green explains how strength among disruptors drove performance in a mega cap-led growth market.Latest ClearBridge Dividend Strategy Fund Class C (SBPLX) share price with interactive charts, historical prices, comparative analysis, forecasts, ... The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross …Exchange Traded Funds (ETFs) ClearBridge Dividend Strategy ESG ETF - YLDE; YLDE . Add To Focus List. ClearBridge Dividend Strategy ESG ETF. Fact Sheet. Annual Report. Semiannual Report. Prospectus. View All. As of 12/01/2023 . NAV 1. $43.27 . $0.30 (0.70%) Market Price 1. $43.28 . $0.36 (0.84%) YTD Total Return At NAV 2.Analyze the Fund ClearBridge Dividend Strategy Fund Class A having Symbol SOPAX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.LCBOX | A complete ClearBridge Dividend Strategy Fund;1 mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.Summary. An experienced management team and a patient, repeatable process allows ClearBridge Dividend Strategy to excel when markets hit the skids. It earns Morningstar Analyst Ratings that range ...ClearBridge Investments has named Pat McElroy a portfolio manager on the Tactical Dividend Income Strategy effective August 1, 2022. December 13, 2021. Copy ...

ClearBridge Investments is a leading global equity manager with $155.2 billion in assets under management as of September 30, 2023. We are committed to delivering long-term results through active management as we have for more than 60 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward.Summary. An experienced management team and a patient, repeatable process allows ClearBridge Dividend Strategy to excel when markets hit the skids. It earns Morningstar Analyst Ratings that range ...

Discover historical prices for SOPYX stock on Yahoo Finance. View daily, weekly or monthly format back to when ClearBridge Dividend Strategy Fund stock was issued.Market Capitalization Allocation. As of 10/31/2023 % of Equity Updated Monthly. 10-25 Billion 25-50 Billion >50 Billion. 0% 20% 40% 60% 80%. 10-25 Billion. Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - SBPLX.Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience. ClearBridge Dividend Strategy Fund Class A, SOPAX summary - FT.com Funds ClearBridge Dividend Strategy Fund Class A + Add to watchlist SOPAX Actions …ClearBridge Dividend Strategy Portfolios invest primarily in dividend-paying stocks that offer the potential for income growth and capital appreciation over time. The investment team believes that companies that exhibit market leadership, coupled with solid balance sheets and strong dividend profiles, are attractive investment candidates for ...Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience. Mutual Funds. Name, Performance, Fact Card, Commentary, Copy link to clipboard. ClearBridge Sustainability Leaders Fund ... ClearBridge Dividend Strategy ESG ...ClearBridge Dividend Strategy A. SOPAX. Morningstar Medalist Rating. | Medalist Rating as of Feb 23, 2023 | See Franklin Templeton Investment Hub. Quote. …View Top Holdings and Key Holding Information for ClearBridge Dividend Strategy Fund (SOPAX).

ClearBridge Dividend Strategy ESG ETF (YLDE) is an actively managed strategy that seeks attractive income growth and capital appreciation over time by seeking to invest in dividend paying stocks with positive ESG attributes.

SOPYX | A complete ClearBridge Dividend Strategy Fund;I mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.

Nov 27, 2023 · ClearBridge Dividend Strategy Fund is an open-end fund incorporated in the USA. The Fund's objective is to provide a high level of current income. The Fund invests at least 80% of the value of its ... ClearBridge Dividend Strategy A. SOPAX. Morningstar Medalist Rating. | Medalist Rating as of Feb 23, 2023 | See Franklin Templeton Investment Hub. Quote. …This is for persons in the US only. Analyze the Fund ClearBridge Dividend Strategy Fund Class I having Symbol SOPYX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.View the latest ClearBridge Dividend Strategy Fund;1 (LCBOX) stock price, news, historical charts, analyst ratings and financial information from WSJ.Summary. An experienced management team and a patient, repeatable process allows ClearBridge Dividend Strategy to excel when markets hit the skids. It earns Morningstar Analyst Ratings that range ...Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience. The ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the third quarter. Click here to read the full fund letter.497K 1 d497k.htm LEGG MASON CLEARBRIDGE DIVIDEND STRATEGY FUND February 28, 2011 . Summary Prospectus . Legg Mason . ClearBridge . Dividend . Strategy . Fund . Class : Ticker Symbol A ... The fund’s emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and …Feb 23, 2023 · Summary. An experienced management team and a patient, repeatable process allows ClearBridge Dividend Strategy to excel when markets hit the skids. It earns Morningstar Analyst Ratings that range ... The ClearBridge Dividend Strategy ESG ETF is an actively managed strategy that seeks attractive income growth and capital appreciation over time by seeking to invest in dividend paying stocks with ...QS International Equity Fund: QS Strategic Real Return Fund: QS U.S. Small Capitalization Equity Fund: RARE Global Infrastructure Value Fund: Legg Mason Partners Equity Trust: ClearBridge Aggressive Growth Fund: ClearBridge All Cap Value Fund: ClearBridge Appreciation Fund: ClearBridge Dividend Strategy Fund: ClearBridge …

ClearBridge Investments is a leading global equity manager with $155.2 billion in assets under management as of September 30, 2023. We are committed to delivering long-term results through active management as we have for more than 60 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward. Whether you’re starting a new business or looking to grow an existing one, having a well-written business plan is essential. A business plan serves as a roadmap for your company’s success, outlining your goals, strategies, and financial pro...Summary. An experienced management team and a patient, repeatable process allows ClearBridge Dividend Strategy to excel when markets hit the skids. It earns Morningstar Analyst Ratings that range ...Instagram:https://instagram. medical reitdelta dental aarp plansbest dividend producing mutual fundsdoes medicaid covers braces Fund Description. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other …ClearBridge Dividend Strategy Fund as of September 30, 2023 Top Equity Issuers (% of Total) Fund Microsoft Corp 4.94 Apollo Global Management Inc 4.28 Williams Cos Inc/The 3.65 Linde PLC 3.29 Comcast Corp 3.21 Sempra 3.08 Becton Dickinson & Co 2.90 JPMorgan Chase & Co 2.89 Enbridge Inc 2.81 Apple Inc 2.60 Sector Allocation (Equity % of Total ... sotstarshould i buy shiba inu today ClearBridge Investments is a leading global equity manager with $155.2 billion in assets under management as of September 30, 2023. We are committed to delivering long-term results through active management as we have for more than 60 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward.View the latest ClearBridge Dividend Strategy Fund;I (SOPYX) stock price, news, historical charts, analyst ratings and financial information from WSJ. lucid stick 24 mar 2023 ... ClearBridge Investments' Dividend Strategy Fund has been named one of "The Best Dividend Funds" for 2023 by Morningstar. Michael Clarfeld ...Sep 30, 2023 · See holdings data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund. The ClearBridge Small Cap composite invests in equity securities of U.S. companies that are within or below the market capitalization range of the Russell 2000 Index and that trade at significant discounts to the Investment Manager's assessment of intrinsic value. The strategy is designed for long-term investors who can tolerate the greater ...