Clearbridge dividend strategy fund.

See holdings data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund.

Clearbridge dividend strategy fund. Things To Know About Clearbridge dividend strategy fund.

See the company profile for ClearBridge Dividend Strategy Fund (SOPAX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key ...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.Nov 15, 2023 · The fund generally pays dividends, if any, monthly, and makes capital gain distributions, if any, twice a year, typically in June and December. Chart for Clearbridge Dividend Strategy Fund Class A ... Summary Prospectus - ClearBridge Dividend Strategy Fund. A short document explaining the fund's goal, investments, and risks, as well as sales charges, fees, and expenses. Download PDF. Literature Code: 90017-PSUM . Next Update . 05/24 . Format . PDF . Download PDF. Add To Cart.

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 ...

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 ...

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.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.See ClearBridge Dividend Strategy Fund (LBRIX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...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.Market Overview After a robust second quarter, fueled by tremendous enthusiasm around AI, the S&P 500 Index receded in the third quarter as investors finally …

Market Overview After a robust second quarter, fueled by tremendous enthusiasm around AI, the S&P 500 Index receded in the third quarter as investors finally …

Sep 30, 2023 · 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 ...

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 ...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. 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.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.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.

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 fund generally pays dividends, if any, monthly, and makes capital gain distributions, if any, twice a year, typically in June and December. Chart for Clearbridge Dividend Strategy Fund Class A ...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.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.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 ...See fees data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including fund fees, cost projections and minimum investments for ClearBridge Dividend Strategy Fund.

See ClearBridge Dividend Strategy Fund (LBRIX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...See the company profile for ClearBridge Dividend Strategy Fund (SOPAX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key ...

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 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 ...See fees data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including fund fees, cost projections and minimum investments for ClearBridge Dividend Strategy Fund. 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 BlendExchange Traded Funds . Separately Managed Accounts . 529 Portfolios . Closed End Funds . Interval Funds . Money Funds . Tender Offer Funds . Select to Filter Asset Class. ... Add ClearBridge Dividend Strategy ESG Portfolios to favorites . ClearBridge Dividend Strategy ESG Portfolios . Total Returns (%) As of 09/30/2023. 3 Mths -4.63 . YTD ...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.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...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.

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.

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 ...

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.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 ... See ClearBridge Dividend Strategy Fund (SBPLX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ... 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 ... CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS IS- Performance charts including intraday, historical charts and prices and keydata. Indices Commodities Currencies StocksClearBridge Dividend Strategy Fund - Class A - SOPAX. Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - SOPAX.Sep 30, 2023 · 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 ... See ClearBridge Dividend Strategy Fund (LBRIX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...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 ...

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 Investments has named Pat McElroy a portfolio manager on the Tactical Dividend Income Strategy effective August 1, 2022. December 13, 2021. Copy ...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 ...See holdings data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund.Instagram:https://instagram. how to earn cryptotup newsbud light stoclmaa reit Nov 3, 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 for investment purposes, i f any, in equity securities or other investments with similar economic characteristics that pay dividends or are expected to initiate their dividends over time. 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. books for value investingbuilder ai stock 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.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 ... best penny stocks brokers 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 ...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.