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Morningstar

ClearBridge Dividend Strategy FI LBRIX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 27.35  /  0.69 %
  • Total Assets 7.2 Bil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.77%
  • Turnover 10%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LBRIX

Will LBRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LBRIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LBRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LBRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Great option for dividend-minded investors.

Senior Analyst

Summary

| by Jack Shannon

ClearBridge Dividend Strategy’s capable management team executes a patient process that shines when markets tumble. It earns Morningstar Analyst Ratings that range from Silver to Neutral, depending on share class fees.

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