Skip to Content
Morningstar

ClearBridge Dividend Strategy IS LCBEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis LCBEX

Will LCBEX 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 LCBEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LCBEX 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 LCBEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Held up as expected in 2022 turmoil.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

We have qualitatively reviewed ClearBridge Dividend Strategy and reaffirmed its Process and People ratings. This strategy tends to lag in rising markets, as it did in 2023, but a strong showing in 2022's selloff shows its long-term, defensive value. The following text is from Feb. 23, 2023.

by Jack Shannon
Rated on Published on

Unlock our full analysis with Morningstar Investor