Clearbridge dividend strategy fact sheet

Author: iksi

August undefined, 2024

WebWe align the interests of the firm with our clients and strive to deliver alpha in every aspect of our business, from generating consistent investment performance, to promoting sustainable business practices, to delivering successful long- WebThe 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 ...

ClearBridge Dividend Strategy A SOPAX - Morningstar, Inc.

WebMar 31, 2024 · 02/28/2024: LGVAX: $28,429. The Russell 1000 ® Value Index is an unmanaged market capitalization-weighted index of value-oriented stocks of the largest U.S. domiciled companies that are included in the Russell 1000 Index. Value-oriented stocks tend to have lower price-to-book ratios and lower forecasted growth values. : $25,016. WebClearBridge Dividend Strategy ESG ETF (YLDE) is an actively managed strategy that seeks attractive income growth and capital appreciation over time by seeking to … november 24 25 us holiday

ClearBridge Dividend Strategy ESG ETF (YLDE) - United States

WebApr 14, 2024 · The first quarter of 2024 was a volatile one for the capital markets. The S&P 500 Index finished down 4.6% — quite good considering it was down 12% year to … WebRecessions historically coincide with market downturns. To gauge the likelihood of a recession, Investment Strategist Jeffrey Schulze has developed the ClearBridge Recession Risk Dashboard and Anatomy of a Recession presentation.. In the February update: While housing has been on the leading edge of the current downturn, the threat of higher … Web3 hours ago · Portfolio Highlights. The ClearBridge Small Cap Strategy outperformed its Russell 2000 Index benchmark during the first quarter. On an absolute basis, the … november 24 is a rare birthday

ClearBridge Tactical Dividend Income Fund Class A

ClearBridge Dividend Strategy Fund (SOPAX)

WebDec 31, 2024 · Many of the forces which buoyed companies with growing dividends in 2024 remain intact for 2024. ... Tesla has a clean balance sheet with negative net debt and enormous revenue growth, EBITDA growth and free cash flow generation. ... The ClearBridge Large Cap Growth Strategy outperformed its benchmark in the fourth … WebApr 5, 2024 · YLDE Portfolio Data. Weighted Average Market Cap $309.21B. Price / Earnings Ratio 16.47. Price / Book Ratio 3.35. Distribution Yield 1.79%. Next Ex-Dividend Date N/A. Number of Holdings 50. november 24 day of the yearWebGrowth Fact Sheet as of December 31, 2024 ... ClearBridge Large Cap Growth ESG ETF (LRGE) is an actively managed strategy that seeks to achieve long ... Market Price Returns, assuming dividends reinvested 0K 5K 10K 15K 20K 25K 30K May-17 Jul-18 Sep-19 Nov-20 Jan-22 Dec-22 $17,289 november 24 holiday in usa

"Web16 hours ago · The iShares Core High Dividend ETF, which tracks the performance of relatively high-dividend-paying US equities, gained 7.1% in 2024, compared with an 18.1% decline in the S&P 500. Moreover, the S ... " - Clearbridge dividend strategy fact sheet

Clearbridge dividend strategy fact sheet

SOPYX: ClearBridge Dividend Strategy Fund - MutualFunds.com

Web6 hours ago · The ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the first quarter. On an absolute basis, the Strategy saw positive … WebClearBridge Dividend Strategy A A (SOPAX) Fund SOPAX Price as of: MAR 08, 05:00 PM EST $26.62 - $0.05 - 0.19% Primary Theme U.S. Large-Cap Blend Equity fund company Franklin Templeton Snapshot Profile Performance Holdings Expenses Distributions Managers Vitals YTD Return -0.4% 1 yr return -8.1% 3 Yr Avg Return 6.0% 5 Yr Avg …

Did you know?

WebApr 12, 2024 · The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least … WebMar 31, 2024 · ClearBridge Dividend Strategy Fund Class A No Transaction Fee 1 Prospectus More This fund is now available NTF (No Transaction Fee) and offered load …

WebClearBridge Dividend Strategy Fund has an expense ratio of 1.02 percent. Net Expense Ratio 1.02 Category Average: 0.86%* Management 0.65 Category Average: 0.5%* SEE … Webthe balance sheet at amortized cost, meaning changes in the market price of the security do not ... The ClearBridge Dividend Strategy underperformed its S&P 500 Index …

WebClearBridge Dividend Strategy Fund has an expense ratio of 0.73 percent. Net Expense Ratio 0.73 Category Average: 0.86%* Management 0.65 Category Average: 0.5%* SEE MORE LCBOX FEES Updated... WebApr 10, 2024 · Brand ClearBridge Structure ETF Expense Ratio 0.53% ETF Home Page Home page Inception May 03, 2024 Index Tracked ACTIVE - No Index Analyst Report FA Report PDF Pending Download the FactSet Analyst Insight Report here. ETF Database Themes Category Large Cap Growth Equities Asset Class Equity Asset Class Size …

WebFact sheet December 31, 2024 ClearBridge Small Cap Growth Fund Domestic stock fund Class IS Fund facts ... Performance figures include the reinvestment of all dividends and any capital gains distributions. ... Performance is subject to the risk that the advisor’s asset allocation and investment strategies do not perform as expected, which ...

november 25 2022 markham shootingWebKKR Credit Opportunities Portfolio Class I. $22.55 +0.01 0.04%. Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will ... november 24 birth signWebFeb 23, 2024 · ClearBridge Dividend Strategy A SOPAX Performance. ClearBridge Dividend Strategy A. SOPAX. Morningstar Analyst Rating. Analyst rating as of Feb 23, 2024 See Franklin Templeton Investment Hub ... november 25 2009 wmptWebApr 5, 2024 · Legg Mason Partners Investment Trust - ClearBridge Dividend Strategy Fund is an open-end equity mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. The fund is... november 24 world cup scheduleWebMar 20, 2024 · Dividend & Valuation Expenses Ratio & Fees Holdings Holdings Analysis Charts Price and Volume Charts Fund Flows Charts Price vs Flows AUM Influence … november 25th 1985 in televisionWebDec 31, 2024 · The ClearBridge Dividend Strategy composite invests in large and mid cap U.S. equities across a wide variety of industries and sectors. The portfolio managers … november 25 birthday astrologyWebClearBridge Dividend Strategy Fund - 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 for investment purposes, if any, in equity securities or other investments with similar economic characteristics that pay … november 24 world cup games