Clearbridge Dividend Strategy Fund Quote
| SOPAX Fund | USD 32.54 0.12 0.37% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Clearbridge Dividend is trading at 32.54 as of the 11th of December 2024; that is 0.37% down since the beginning of the trading day. The fund's open price was 32.66. Clearbridge Dividend has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 12th of September 2024 and ending today, the 11th of December 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
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Clearbridge Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Value Funds, Large Value, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Clearbridge Dividend Strategy [SOPAX] is traded in USA and was established 11th of December 2024. Clearbridge Dividend is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 7.24 B in assets with no minimum investment requirementsClearbridge Dividend is currently producing year-to-date (YTD) return of 20.59% with the current yeild of 0.01%, while the total return for the last 3 years was 9.47%.
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
| UNP | Union Pacific | Stock | Industrials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| MMM | 3M Company | 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 | |
| RTX | Raytheon Technologies Corp | Stock | Industrials |
Clearbridge Dividend Risk Profiles
| Mean Deviation | 0.433 | |||
| Semi Deviation | 0.3151 | |||
| Standard Deviation | 0.5898 | |||
| Variance | 0.3478 |
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.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |