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ClearBridge Tactical Dividend Income IS (LCBDX)

22.72
+1.38
+(6.47%)
At close: 8:01:26 PM EDT
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  • Previous Close 21.34
  • YTD Return -2.39%
  • Expense Ratio 1.07%
  • Category Large Value
  • Last Cap Gain 37.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 356.74M
  • Beta (5Y Monthly) 0.88
  • Yield 3.51%
  • 5y Average Return --
  • Holdings Turnover 59.00%
  • Last Dividend 0.21
  • Inception Date Sep 22, 2000

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, if any, in equity and equity-related securities that provide investment income, dividend payments or other distributions or in other investments with similar economic characteristics. The fund may invest in equity and equity-related securities of issuers with any market capitalization.

Franklin Templeton Investments

Fund Family

Large Value

Fund Category

356.74M

Net Assets

2000-09-22

Inception Date

More about ClearBridge Tactical Dividend Income IS

Performance Overview: LCBDX

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Trailing returns as of 4/8/2025. Category is Large Value.

YTD Return

LCBDX
2.39%
Category
4.44%
 

1-Year Return

LCBDX
9.41%
Category
14.37%
 

3-Year Return

LCBDX
8.26%
Category
6.04%
 

5-Year Return

LCBDX
18.04%
Category
9.20%
 

Holdings: LCBDX

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Sector Weightings

SectorLCBDX
Energy   23.65%
Technology   17.29%
Financial Services   14.76%
Real Estate   11.45%
Healthcare   9.44%
Industrials   8.74%
Consumer Defensive   4.19%
Communication Services   4.14%
Utilities   3.93%
Basic Materials   1.26%
Consumer Cyclical   1.15%
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Recent News: LCBDX

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Research Reports: LCBDX

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