An experienced management team and a patient, repeatable process allows ClearBridge Dividend Strategy to excel when markets hit the skids. It earns Morningstar Analyst Ratings that range from Silver to Neutral, depending on share class fees.
- NAV / 1-Day Return 28.76 / 0.70 %
- Total Assets 7.4 Bil
-
Adj. Expense Ratio
1.020%
- Expense Ratio 1.020%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.48%
- Turnover 22%
Morningstar’s Analysis SOPAX
Will SOPAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 52
- Bond Holdings 1
- Other Holdings 6
- % Assets in Top 10 Holdings 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector