Clearbridge Dividend Strategy Fund Quote
| LBRIX Fund | USD 33.16 0.09 0.27% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Clearbridge Dividend is trading at 33.16 as of the 30th of November 2024; that is 0.27 percent increase since the beginning of the trading day. The fund's open price was 33.07. Clearbridge Dividend has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Clearbridge Dividend Strategy are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics that pay dividends or are expected to initiate their dividends over time. More on Clearbridge Dividend Strategy
Moving together with Clearbridge Mutual Fund
| 0.98 | SAGCX | Clearbridge Aggressive | PairCorr |
| 0.93 | LGASX | Clearbridge Small Cap | PairCorr |
| 0.98 | SAPCX | Clearbridge Appreciation | PairCorr |
Moving against Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
| Fund Concentration | Legg Mason Funds, Large Value Funds, Large Blend Funds, Large Blend, Legg Mason (View all Sectors) |
| Update Date | 30th of September 2024 |
Clearbridge Dividend Strategy [LBRIX] is traded in USA and was established 30th of November 2024. Clearbridge Dividend is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Legg Mason family. This fund now has accumulated 6.23 B in assets with no minimum investment requirementsClearbridge Dividend is currently producing year-to-date (YTD) return of 20.4% with the current yeild of 0.01%, while the total return for the last 3 years was 9.12%.
Check Clearbridge Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Dividend Strategy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clearbridge Dividend Strategy Mutual Fund Constituents
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| MMM | 3M Company | Stock | Industrials | |
| UNP | Union Pacific | Stock | Industrials | |
| MRK | Merck Company | Stock | Health Care | |
| WMB | Williams Companies | Stock | Energy | |
| UPS | United Parcel Service | Stock | Industrials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Clearbridge Dividend Risk Profiles
| Mean Deviation | 0.4672 | |||
| Semi Deviation | 0.331 | |||
| Standard Deviation | 0.6171 | |||
| Variance | 0.3808 |
Clearbridge Dividend Against Markets
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Dividend financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Dividend security.
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