Clearbridge dividend strategy 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 Portfolios invest primarily in dividend-paying stocks that have the potential for income growth and capital appreciation over time. The investment team believes that companies that exhibit market leadership, coupled with …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.4 mar 2014 ... Peter Vanderlee: Along with the Legg Mason ClearBridge Tactical Dividend Income Fund, I co-manage equity income strategies including ...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. Prior to joining ClearBridge, Michael served as an Equity Analyst at ...

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.United Kingdom. 1.42%. Sector and region weightings are calculated using only long position holdings of the portfolio. 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 dividends re-invested on ex-dividend date.

Dividend income can provide balance to portfolios focused on capital appreciation. These strategies seek high and growing income streams from equity and related securities including common and preferred stocks, convertible securities, real estate investment trusts and master limited partnerships (MLPs).

The Fund seeks a high level of current income. Long-term capital appreciation is its secondary objective. The Fund invests at least 80% of its net assets in equity securities, with an emphasis on ... United Kingdom. 1.42%. Sector and region weightings are calculated using only long position holdings of the portfolio. 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 dividends re-invested on ex-dividend date.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 ...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 ...

See ClearBridge Dividend Strategy Fund (LCBEX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...

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 …

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.John Baldi is a Portfolio Manager and co-manages the Dividend Strategy and Dividend Strategy ESG portfolios. Prior to his appointment to the Portfolio Management team, John served as a Senior Portfolio Analyst at ClearBridge. John has 23 years of investment industry experience and joined a predecessor organization in 2004.ClearBridge Dividend Strategy Fund (SOPAX) Nasdaq - Nasdaq Delayed Price. Currency in USD. Follow. 2W 10W 9M. 28.13 -0.01 (-0.04%) At close: 08:01PM EST. 1m. YTD.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 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. One Franklin Parkway. San Mateo, CA 94403. Phone. 800 342-5236. LCBOX: ClearBridge Dividend Strategy Fund Class 1 - Class Information. Get the lastest Class Information for ClearBridge Dividend ...dividend compounders particularly well-suited for the current environment. After strong outperformance in 2022, ClearBridge Dividend Strategy lagged the broader market in the first quarter of 2023. Growth stocks — many of which do not pay dividends, and which lagged significantly in 2022 — bounced back sharply. The

Feb 23, 2023 · SOPAX Portfolio - Learn more about the ClearBridge Dividend Strategy A investment portfolio including asset allocation, stock style, stock holdings and more. 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 ... 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 R- Performance charts including intraday, historical charts and prices and keydata. Indices Commodities Currencies StocksMichael 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. Prior to joining ClearBridge, Michael served as an Equity Analyst at ...

Factsheet - ClearBridge Dividend Strategy Fund Publication Date: September 2023 Product overview including investment objective; costs; past performance and holdings …Fund Description. Seeks to invest in high-quality stocks with an attractive or improving dividend profile. Seeks a combination of dividend income, dividend growth and long-term capital appreciation. Uses fundamental analysis to select a diversified portfolio of companies with long histories of paying and raising dividends.

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 …One of the best things about the world of retirement investing is that it offers plenty of options in terms of what you can invest in, when and how. You can customize your investments to your individual goals and investing style, and you’re...See fees data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including fund fees, cost projections and minimum investments for ClearBridge Dividend Strategy Fund. 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.ClearBridge Dividend Strategy Fund (the “Fund”) is a separate diversified investment series of Legg Mason Partners Investment Trust (the “Trust”). The Trust, a Maryland statutory trust, is registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end management investment company.Returns reflect reinvestment of dividends and capital gains. Performance figures for periods shorter than one year represent cumulative figures and are not annualized. All performance is reported in US dollars. Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Portfolios.

Fund Description. Seeks to invest in high-quality stocks with an attractive or improving dividend profile. Seeks a combination of dividend income, dividend growth and long-term capital appreciation. Uses fundamental analysis to select a diversified portfolio of companies with long histories of paying and raising dividends.

CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS R- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.

Find the latest performance data chart, historical data and news for ClearBridge Dividend Strategy Fund Class A (SOPAX) at Nasdaq.com.Factsheet - ClearBridge Dividend Strategy Portfolios SMA. Detailed product information, including key portfolio and performance statistics. Literature Code: CDP-FFSM. Next Update. 12/23. Format. PDF. Download PDF. Find the latest ClearBridge Dividend Strategy Fund (SOPYX) stock quote, history, news and other vital information to help you with your stock trading and investing.CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS R- Performance charts including intraday, historical charts and prices and keydata. Indices Commodities Currencies StocksCLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS IS- Performance charts including intraday, historical charts and prices and keydata. Indices Commodities Currencies StocksMutual Funds. Name, Performance, Fact Card, Commentary, Copy link to clipboard. ClearBridge Sustainability Leaders Fund ... ClearBridge Dividend Strategy ESG ...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 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.ClearBridge Dividend Strategy Fund A (SOPAX) dividend yield: annual payout, 4 year average yield, yield chart and 10 year yield history.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.

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 23 years of investment industry experience. Feb 23, 2023 · SOPAX Portfolio - Learn more about the ClearBridge Dividend Strategy A investment portfolio including asset allocation, stock style, stock holdings and more. Investments are subject to risks, including, but not limited to, possible delays in payments and loss of income or capital invested. ClearBridge is wholly, indirectly owned by Franklin Resources, Inc., and part of ClearBridge Investments, LLC. The Infrastructure Value Strategy aims to provide investors with long-term, inflation-protected stable ...Site Map. This is for persons in the US only. 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. Instagram:https://instagram. fihbxtngx stock forecastnickel worth 1964best platform for forex trading in us YLDE Portfolio - Learn more about the ClearBridge Dividend Strategy ESG ETF investment portfolio including asset allocation, stock style, stock holdings and more. is fidelity better than etradesandp 500 dividend aristocrats etf Nov 8, 2023 · The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings ... 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 ... self employed mortgage broker 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.A high-level overview of ClearBridge Dividend Strategy Fund C (SBPLX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.