Clearbridge dividend strategy.

The Select Strategy takes an unconstrained approach to growth investing, seeking out companies with disruptive business models, large addressable markets and ...

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SOPAX | A complete ClearBridge Dividend Strategy Fund;A mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.Feb 23, 2023 · SBPLX - ClearBridge Dividend Strategy C - Review the SBPLX stock price, growth, performance, sustainability and more to help you make the best investments. Jul 12, 2023 · The ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the second quarter. On an absolute basis, the Strategy saw positive contributions from nine of the 11 sectors in ... ClearBridge Dividend Strategy Portfolios Separately Managed Accounts | Fact Sheet as of September 30, 2023 Investment overview ClearBridge Dividend Strategy Portfolios …ClearBridge Dividend Strategy Portfolios Separately Managed Accounts | Fact Sheet as of September 30, 2023 Management team ClearBridge Investments is a well-established global investment manager focusing on proprietary research and fundamental investing. With over 60 years of experience building portfolios for

Factsheet - ClearBridge Dividend Strategy Fund. Product overview including investment objective; costs; past performance and holdings details. Literature Code: 90017-FF. Next Update. 12/23. Format. PDF. Download PDF.

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 three of 11 sectors in ...

See ClearBridge Dividend Strategy Fund (LCBEX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...SOPAX - ClearBridge Dividend Strategy A - Review the SOPAX stock price, growth, performance, sustainability and more to help you make the best …Factsheet - ClearBridge Dividend Strategy Fund. Product overview including investment objective; costs; past performance and holdings details. Literature Code: 90017-FF. Next Update. 12/23. Format. PDF. Download PDF.LCBEX - ClearBridge Dividend Strategy IS - Review the LCBEX stock price, growth, performance, sustainability and more to help you make the best investments.2018. $0.47. 2017. $0.36. YLDE | A complete ClearBridge Dividend Strategy ESG ETF exchange traded fund overview by MarketWatch. View the latest ETF prices and news for better ETF investing.

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

Exhibit 3: As Interest Rates Have Risen, ClearBridge Dividend Strategy Has Shifted to Lower Multiple Names As of Sept. 30, 2023. Source: ClearBridge Investments, FactSet. Dividend Strategy has always emphasized best-in-class companies with the ability to compound earnings and dividend growth over the long term.

See ClearBridge Dividend Strategy Fund (SOPAX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ... 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. Jul 12, 2023 · The ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the second quarter. On an absolute basis, the Strategy saw positive contributions from nine of the 11 sectors in ... Dividend Strategy 3Q23: We are cautious toward the broader markets but enthusiastic about the importance of dividend growers in the current environment.LCBEX - ClearBridge Dividend Strategy IS - Review the LCBEX stock price, growth, performance, sustainability and more to help you make the best investments.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 ...CLEARBRIDGE VARIABLE DIVIDEND STRATEGY PORTFOLIO I- Performance charts including intraday, historical charts and prices and keydata.

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 ...ClearBridge Global Infrastructure Income Fund . Legg Mason Partners Equity Trust . BrandywineGLOBAL – Corporate Credit Fund . BrandywineGLOBAL – High Yield Fund . ClearBridge Aggressive Growth Fund . ClearBridge All Cap Value Fund . ClearBridge Appreciation F und ClearBridge Dividend Strategy Fund . ClearBridge International …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. 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 ...Oct 31, 2023 · 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. 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 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.

Sep 30, 2023 · 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

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 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 ...Feb 23, 2023 · LCBOX - ClearBridge Dividend Strategy 1 - Review the LCBOX stock price, growth, performance, sustainability and more to help you make the best investments. CLEARBRIDGE VARIABLE DIVIDEND STRATEGY PORTFOLIO I- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.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 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 ...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 ...

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 ...

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.

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.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 ...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.Sep 30, 2023 · 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 28, 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 ... Dividend income can provide balance to portfolios focused on capital appreciation. These strategies seek high and growing income streams from equity and related securities including common and preferred stocks, convertible securities, real estate investment trusts and master limited partnerships (MLPs). Strategic Value Dividend Fund · Offering price figures reflect the maximum contingent deferred sales charge of 1% for C Shares. · Current performance may be lower ...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. 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.

Wheel of Fortune is one of the most popular game shows on television, and it’s easy to see why. The game is simple, the prizes are big, and the competition is fierce. But if you want to win at Wheel of Fortune, you’ll need to have a strateg...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 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 ... Sep 30, 2023 · ClearBridge Dividend Strategy Portfolios Skip to content High Active Share Low Volatility Strategy Selector Commentaries See All Perspectives See additional performance disclosures in the performance section. Portfolio characteristics are based on a model portfolio, not an actual client account. Instagram:https://instagram. sandp gsci indexm and a newsoneok magellanveng stock buy or sell 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. three sixty solaroptionai Feb 23, 2023 · SBPLX - ClearBridge Dividend Strategy C - Review the SBPLX stock price, growth, performance, sustainability and more to help you make the best investments. usaa bike insurance Service awards are a great way to recognize and reward employees for their hard work and dedication. A well-crafted service awards strategy can help create a positive work environment, boost morale, and increase employee engagement.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 manySee 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 ...