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Morningstar

ClearBridge Dividend Strategy R LMMRX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 27.21  /  0.69 %
  • Total Assets 7.2 Bil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.370%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.31%
  • Turnover 10%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis LMMRX

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

People Pillar

The People Pillar is our evaluation of the LMMRX 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 LMMRX’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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