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ClearBridge Dividend Strategy A SOPAX

Analyst rating as of
NAV / 1-Day Return
32.57  /  0.28 %
Total Assets
7.6 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
Average
Longest Manager Tenure
12.21 years
Category
Large Blend
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.76%
Turnover
13%
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Morningstar’s Analysis

Will SOPAX outperform in future?

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

A solid choice for dividend-minded investors.

Summary

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ClearBridge Dividend Strategy's experienced management team uses straightforward but effective approach to dividend investing, earning it Morningstar Analyst Ratings that range from Silver to Neutral, depending on fees.

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