Clearbridge dividend strategy.

ClearBridge Dividend Strategy ESG MA (CBE-P) Select UMA ClearBridge Investments, LLC New York, New York 10018 620 Eighth Avenue, 48th Floor EXECUTIVE SUMMARY To help you better understand the performance results of third-party investment manager strategies within our Select UMA Program, we are including additional information withinSite Map. 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.ClearBridge Variable Dividend Strategy Portfolio II + Add to watchlist + Add to portfolio. QLMETX. ClearBridge Variable Dividend Strategy Portfolio II. Actions. Add to watchlist; Add to portfolio; Price (USD) 21.49; Today's Change 0.10 / 0.47%; 1 Year change-9.55%; Data delayed at least 15 minutes, as of Nov 22 2023.ClearBridge Invest-LeggMasonRETAIL ("ClearBridge") ClearBridge Dividend Strategy ( MA) portfolio invests primarily in stocks that either pay an existing dividend or that the managers expect will pay a dividend in the near future. Limited investments may also be made in non-dividend-paying stocks that are not expected to pay a dividend in the ...1. Dividends and yields represent past performance. There is no assurance they will continue to be paid in the future. Key Differentiators Stock level: Does not employ yield screen Obsessive focus on business model and industry structure/dynamics Portfolio level: Focuses on diversification, not relative benchmark positioning

Discover historical prices for SOPAX stock on Yahoo Finance. View daily, weekly or monthly format back to when ClearBridge Dividend Strategy Fund stock was issued. 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 ...

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 …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

Oct 17, 2023 · ClearBridge Dividend Strategy ESG ETF Price: $41.08 Change: $0.46 (0.01%) Category: Large Cap Growth Equities. Last Updated: Oct 17, 2023 2023-10-17. Advertisement This trading strategy invovles purchasing a stock just before the ex-dividend date in order to collect the dividend and then selling after the stock price has recovered. High Yield …March 24, 2023. Dividend Strategy Portfolio Manager Mike Clarfeld joins Consuelo Mack on WealthTrack for a wide-ranging discussion in which he highlights the benefits of dividend growers in a higher-rate environment, explains the team’s approach to balancing current yield and growth, and discusses dividend compounders he sees as delivering ...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 ...

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.

CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS C- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.

The ClearBridge Value Equity Composite invests primarily in U.S. equity securities with market capitalizations generally greater than $5 billion at the time of purchase. The strategy is designed for investors seeking a concentrated portfolio of primarily large-cap U.S. securities. Results calculated in U.S. dollars.Found in a fund's prospectus, these figures show how much an investor would expect to pay in expenses-sales charges and fees assuming a $10,000 investment that grows by 5 percent per year with ...The strategy seeks: Attractive dividend yield 1 Powerful compounding of dividends Risk management in volatile markets 1. Dividends and yields represent past …Jun 30, 2023 · The ClearBridge Dividend Strategy participated well in the risk-on second quarter, trailing significantly less than in the first-quarter’s growth rebound. Stock selection in financials, materials and energy aided our performance, even while the market remained fixated on a handful of information technology (IT), consumer discretionary and ... 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 Alpha497K 1 d497k.htm LEGG MASON CLEARBRIDGE DIVIDEND STRATEGY FUND February 28, 2011 . Summary Prospectus . Legg Mason . ClearBridge . Dividend . Strategy . Fund . Class : Ticker Symbol A : GROAX : B : GROBX : C : SCPLX : FI: R: R1: I : LMBIX: 1 : CSGWX ... Dividend-paying stock risk. The fund’s emphasis on dividend …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 ...

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 ...When it comes to the stock market, stocks with the highest dividend yields are incredibly popular among many investors thanks to their potential for paying out high returns. Before getting into the pros and cons of high-dividend stocks, it’...CLEARBRIDGE DIVIDEND STRATEGY FUND INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE John Baldi, Michael Clarfeld, CFA and Peter Vanderlee, CFA . Portfolio Managers . Average annual total returns and fund expenses (%) as of September 30, 2023Get 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 ...The ClearBridge Dividend Strategy Fund has always been built on a strong valuation discipline. Successful investing requires not only picking great companies, but also paying appropriate prices. As interest rates have soared but valuations have remained elevated, we are increasingly concerned that manyFind our live Clearbridge Dividend Strategy Fund Class 1 fund basic information. View & analyze the LCBOX fund chart by total assets, risk rating, Min. investment, market cap and category.

ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” third quarter 2023 investor letter. A copy of the same can be downloaded here.

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 ... ClearBridge Dividend Strategy 1 has an expense ratio of 0.73%, which is 16% lower than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome.ClearBridge Dividend Strategy A SOPAX — — Invesco Charter A CHTRX — — Invesco Dividend Income A IAUTX — — Virtus KAR Long/Short Equity R6 VLSRX — — JH Adaptive Risk Mgd U.S. Eq A ...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 ...Jul 1, 2022 · 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 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 ...Strategic Value Dividend Fund · Offering price figures reflect the maximum contingent deferred sales charge of 1% for C Shares. · Current performance may be lower ...ClearBridge Dividend Strategy ESG ETF (YLDE) as of September 30, 2023 Top Equity Issuers (% of Total) Fund Microsoft Corp 4.92 Apollo Global Management Inc 4.12 Williams Cos Inc/The 3.63 Linde PLC 3.17 Comcast Corp 3.16 Sempra 3.08 Becton Dickinson & Co 2.86 Visa Inc 2.68 JPMorgan Chase & Co 2.62 Apple Inc 2.61 Sector Allocation (Equity % of ...

The ClearBridge Dividend Strategy participated well in the risk-on second quarter, with our energy, materials and financials holdings offering strength in a challenging market for dividend-paying companies. While the market’s headline performance in the first half was impressive, beneath the surface the markets were less

ClearBridge Dividend Strategy Fund has an asset-weighted Carbon Risk Score of 8.9, indicating that its companies have low exposure to carbon-related risks. These are risks associated with the ...

Oct 31, 2023 · Market Capitalization Allocation. As of 10/31/2023 % of Equity Updated Monthly. 10-25 Billion 25-50 Billion >50 Billion <. Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - SOPYX. 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.Site Map. 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.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.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 ...May 22, 2017. 5.03. 5.0%. 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 ESG ETF (YLDE) as of September 30, 2023 Top Equity Issuers (% of Total) Fund Microsoft Corp 4.92 Apollo Global Management Inc 4.12 Williams Cos Inc/The 3.63 Linde PLC 3.17 Comcast Corp 3.16 Sempra 3.08 Becton Dickinson & Co 2.86 Visa Inc 2.68 JPMorgan Chase & Co 2.62 Apple Inc 2.61 Sector Allocation (Equity % of ...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.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.

When a company does well enough to distribute some of its profits to its stock shareholders, this is known as paying dividends. An ex-dividend date is one of several important elements of the dividend payment process that you should be fami...The ClearBridge Dividend Strategy ESG SMA composite consists of discretionary wrap accounts with an account minimum of US $25,000. The managers actively integrate criteria inclusive of environmental, social and governance (ESG) issues into the portfolio construction of the strategy.Jul 1, 2022 · 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 ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the third quarter. On an absolute basis, the Strategy saw positive contributions from one of the 11 sectors in ...Instagram:https://instagram. stce etfcareington care 500 series reviewsdirexion daily semiconductorcheap stocks that pay dividends LMMRX - ClearBridge Dividend Strategy R - Review the LMMRX stock price, growth, performance, sustainability and more to help you make the best investments. mortgage with less than 1 year employmentprivate reits list ClearBridge Dividend Strategy Fund has an asset-weighted Carbon Risk Score of 8.9, indicating that its companies have low exposure to carbon-related risks. These are risks associated with the ...Discover historical prices for LCBOX stock on Yahoo Finance. View daily, weekly or monthly format back to when ClearBridge Dividend Strategy 1 stock was issued. nasdaq lvo Get the latest ClearBridge Dividend Strategy Fund Class I (SOPYX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and ...Factsheet - ClearBridge Dividend Strategy Portfolios SMA. Detailed product information, including key portfolio and performance statistics. Literature Code: CDP-FFSM. Next Update. 12/23. Format. PDF. Download PDF.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.