Class C share performance shown has not been adjusted to reflect the conversion. Aaron Levitt For investors looking to add mutual funds to their portfolio, they need to By closing this window you acknowledge that your experience on this website may be degraded. ClearBridge offers institutional and individual investors a variety of traditional and alternative equity strategies. He is a member of the CFA Institute. Unmanaged index returns do not reflect any fees, expenses or sales charges. Please verify your email address using the email we have just sent you.
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Dividends may fluctuate and a company may reduce or eliminate its dividend at any time.
Bear Market Strategy Funds. By closing this window you acknowledge that your experience on this website may be degraded. Congratulations on personalizing your experience. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Please note that not all share classes may be available for sale at your firm. A list of the most popular web browsers can be found below.
While the year overall star rating formula seems to give the most weight to the year period, the most recent three-year period actually has the greatest impact because sopas is included in all three rating periods. News Mutual Funds Weekly Roundup: A viewer tool is available on the SEC website at www.
Current performance may be higher or lower than the performance shown.
ClearBridge Dividend Strategy Fund | Legg Mason
Click here for Legg Mason Funds sales charge and breakpoint information. Please help us personalize your experience. Performance shown excluding sales charges sipax have been lower, if the applicable sales charge been reflected.
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This link leads to a website that is intended for U. Fidelity Money Market Funds. The Morningstar Analyst Rating i should not be used as the sole basis in evaluating a fund, ii involves unknown risks and uncertainties sopx may cause Analyst expectations not to occur or to differ significantly from what they expected.
Expert Analysis and Commentary. He joined ClearBridge or its predecessor companies in Not to be construed as a recommendation to soppax or sell any security. We offer a powerful portfolio of solutions through our independent investment management firms. These are the 18 most popular mutual fund categories. Michael has many years of investment industry experience.
ClearBridge Dividend Strategy F (SOPAX) Stock Price, Quote, History & News
Derivatives, such as options and futures, can be illiquid, may disproportionately increase losses, and have a potentially large impact on Fund performance. Had fees not been waived in various periods performance would have been lower. Effective April 15,Class C shares became eligible for conversion to Class A shares, after the shares have been held sppax 10 years. The character of distributions for certain funds may have been subsequently adjusted for tax purposes.
ClearBridge Dividend Strategy Fund
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. Real sopsx investment trusts REITs are closely linked to the performance of the real estate markets.
Iuri Struta Sep 18, Content focused on helping financial advisors build successful client relationships and grow their business. Equity securities are subject to price fluctuation and possible loss of principal. Given its focus on equity income, the fund makes for a great subcore position in a broader equity portfolio. Close You are leaving www.
The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three- five- and year if applicable Morningstar Rating metrics.