Clearbridge dividend strategy fund.

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.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 ... 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 ...We’d like to share more about how we work and what drives our day-to-day business. SOPAX Performance - Review the performance history of the ClearBridge Dividend Strategy A fund to see it's ...

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. 4 mar 2014 ... Peter Vanderlee: Along with the Legg Mason ClearBridge Tactical Dividend Income Fund, I co-manage equity income strategies including ...Nov 30, 2023 · 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 (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.Latest ClearBridge Dividend Strategy Fund Class A (SOPAX) 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 …

Sep 30, 2023 · The Dividend Strategy ESG portfolio targets a high level of current income, growth of income and capital preservation in challenging markets by owning large cap companies with positive ESG attributes that pay a dividend and have the potential to significantly grow their dividend. Strategy Overview. Primarily large cap strategy focused on ... Prospectus - ClearBridge Dividend Strategy Fund Publication Date: May 2023 A pamphlet explaining the fund's goal, investments, and risks, as well as sales charges, fees, and expenses. 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 ...1.82%. United Kingdom. 1.55%. 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.

SOPAX Portfolio - Learn more about the ClearBridge Dividend Strategy A investment portfolio including asset allocation, stock style, stock holdings and more.

ClearBridge Dividend Strategy ESG ETF (YLDE) The Fund is newly organized, with a limited history of operations. Equity securities are subject to price fluctuation and possible loss of principal. In addition to investments in large-capitalization companies, investments may be made in small-cap and mid-cap companies which involve a higher degree ...

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 …See the company profile for ClearBridge Dividend Strategy Fund (SOPAX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key ...View the latest ClearBridge Dividend Strategy Fund;I (SOPYX) stock price, news, historical charts, analyst ratings and financial information from WSJ.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 Fact Sheet Product Commentary Prospectus Annual Report View All As of 11/29/2023 NAV 1 $29.40 $0.05 (0.17%) POP 2 $29.40 YTD Total Return At NAV 3 9.63% As of 10/31/2023 Morningstar Overall Rating™ 4 View ratings details Large Blend Overall Morningstar Rating As of 10/31/2023 Rating Category: Large BlendSummary. 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 ...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.

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 ... 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 ...Overview The Dividend Strategy portfolio targets a high level of current income, growth of income and capital preservation in challenging markets by owning high-quality large cap companies that pay an attractive dividend and have the potential to significantly grow their dividends. Investment PhilosophyUnited 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.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 ...

The All Cap Value Strategy invests in a diversified portfolio of stocks whose prices may be undervalued in relation to underlying fundamentals. ... Dividend Yield: 2.1: 2.4: Turnover (trailing 12 mos.) 23.3 ... LLC is a FINRA registered broker-dealer and principal distributor for Franklin Templeton mutual funds and ETFs. ClearBridge …

DIVIDENDS & CAPITAL GAINS. Dividend Schedule. This class has no distributed ... strategy, plan feature or other purposes. By receiving this communication you ...Performance figures for periods shorter than one year represent cumulative figures and are not annualized. All performance is reported in US dollars. Find latest …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 (YLDE) is an exchange-traded fund that is based on the S&P 500 ESG index. The fund is an actively managed fund that seeks income, growth of income, and long-term capital appreciation. The fund focuses on global large-cap stocks with attractive dividends and positive ESG attributes.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% . …

Prospectus - ClearBridge Dividend Strategy Fund Publication Date: May 2023 A pamphlet explaining the fund's goal, investments, and risks, as well as sales charges, fees, and expenses.

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

The Dividend Strategy ESG portfolio targets a high level of current income, growth of income and capital preservation in challenging markets by owning large cap companies with positive ESG attributes that pay a dividend and have the potential to significantly grow their dividend. Strategy Overview. Primarily large cap strategy focused on ...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. The Tactical Dividend Income Strategy targets high current income and income growth through exposure to high-quality, dividend-paying common stocks as well as MLPs, REITs and convertible securities. Strategy Overview. Equity strategy focused on high current income, income growth and capital appreciation. Benchmark.Find the latest ClearBridge Dividend Strategy Fund (SOPAX) stock quote, history, news and other vital information to help you with your stock trading and investing.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 …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;A | historical charts and prices, financials, and today's real-time SOPAX stock price.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. About SOPAX. 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...Nov 21, 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 ... 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.LCBEX | A complete ClearBridge Dividend Strategy Fund;IS mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.

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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.ClearBridge Dividend Strategy ESG ETF (YLDE) is an actively managed strategy that seeks attractive income growth and ... The fund's investment return and principal value will change with market conditions, and you may have a gain or a loss when you sell your shares. Total returns assume the reinvestment of all distributions and the deduction of ...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. Instagram:https://instagram. is forex trading legal in us16 oz gold bar priceotcmkts frcbftnt stock price today Chart for Clearbridge Dividend Strategy Fund Class 1 LCBOX. Other News for LCBOX ClearBridge Small Cap Value Strategy Q3 2023 Portfolio Manager Commentary 10/26/23-8:18AM EST Seeking Alpha nyse fnbtlys 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 ... nyse cci news 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 ...Oct 31, 2023 · Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - LMMRX.