Clearbridge dividend strategy fund.

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...AST Clearbridge Dividend Growth Portfolio Fund. 29.77 0.22 0.74%. 11/30/2023 12:00 ... Strategy Fund Class R Shares, 5.99. Investment Trust. Name, Advanced Series ...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. Bancorp — …24 mar 2023 ... ClearBridge Investments' Dividend Strategy Fund has been named one of “The Best Dividend Funds” for 2023 by Morningstar. Michael Clarfeld, co- ...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- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.

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 ...ClearBridge Appreciation Fund · ClearBridge Appreciation Portfolios ... Dividend Yield, 1.6, 1.6. Turnover (trailing 12 mos.) 9.8, -. Risk Statistics 1. 10 Year ...

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.Find a Symbol Search for Dividend History When autocomplete results are available use up and down arrows to review and enter to select. Touch device users, explore by touch or with swipe gestures.A high-level overview of ClearBridge Dividend Strategy Fund A (SOPAX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.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 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.

ClearBridge Investments has named Pat McElroy a portfolio manager on the Tactical Dividend Income Strategy effective August 1, 2022. December 13, 2021. Copy ...

Horizon Multi-Factor U.S. Equity Fund Investor Class: 7.69: Harbor Large Cap Value Fund Administrative Class: 7.73: ClearBridge Dividend Strategy Fund Class I: 7.74: T. Rowe Price Dividend Growth ...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.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. 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. CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS IS- Performance charts including intraday, historical charts and prices and keydata. Indices Commodities Currencies StocksClearBridge 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 FUND . Before you invest, you may want to review the fund’s Prospectus, which contains more information about the fund and its risks. You can find the fund’s Prospectus and other information about the fund, including the fund’s statement of additional information and shareholder reports, online at http ...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.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.ClearBridge Dividend Strategy A. SOPAX. Morningstar Medalist Rating. | Medalist Rating as of Feb 23, 2023 | See Franklin Templeton Investment Hub. Quote. …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 ...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.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 (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.ClearBridge Dividend Strategy Fund Class A, SOPAX summary - FT.com Funds ClearBridge Dividend Strategy Fund Class A + Add to watchlist SOPAX Actions …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. Simple IRA. 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.Investment Overview. 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 ...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. 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 Philosophy

More YLDE Holdings. Current Portfolio Date Nov 30, 2023. Equity Holdings 53. Bond Holdings 0. Other Holdings 2. % Assets in Top 10 Holdings 32.5. Top 10 Holdings. % Portfolio Weight. Market Value USD.

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 ...

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 Tactical Dividend Income Strategy seeks high current income and income growth through dividend-paying common stocks, MLPs, REITs and convertible securities. ... LLC”) website. FD, LLC is a FINRA registered broker-dealer and principal distributor for Franklin Templeton mutual funds and ETFs. ClearBridge Investments and …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, an investment management company, released its “ClearBridge Dividend Strategy” third quarter 2022 investor letter. A copy of the same …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.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. Franklin Templeton recently hosted due diligence meetings with financial advisors where Tony Davidow, Senior Alternatives Investment Strategist, led discussions focused on alternative investments. He believes that advisor adoption is just beginning and that there are three primary drivers that could help alternatives grow at a rapid pace.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 ...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 …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 ...

Over the last several years, our portfolio companies have grown their dividends at 10% on average, to us a mark of their quality and durability through market ups and downs (Exhibit 4). Exhibit 4: Strategy Dividend Growth. As of Sept. 30, 2023. Source: ClearBridge Investments.19 dic 2022 ... Source: ClearBridge Investments. Measures performance of dividend-paying stocks and non-dividend-paying stocks in the S&P 500 Index as well as ...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.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.Instagram:https://instagram. retire at 50best bank in maineintel announcementnorthern oil and gas stock price Performance figures for periods shorter than one year represent cumulative figures and are not annualized. All performance is reported in US dollars. Find latest …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. are susan b anthony coins worth anythingvanguard tax exempt money market 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.6 mar 2017 ... The ClearBridge Dividend Strategy Fund, which had $5.6 billion of assets at the end of 2016, invests for a combination of dividend income, ... clothing stock Find the latest performance data chart, historical data and news for ClearBridge Dividend Strategy Fund Class 1 (LCBOX) at Nasdaq.com.He is also a co-manager of the Tactical Dividend Income strategy, Balanced Income Strategy and the LMP Capital and Income Fund. ... ClearBridge Dividend Strategy ...