Clearbridge dividend strategy.

ClearBridge Investments is a leading global equity manager with $155.2 billion in assets under management as of September 30, 2023. We are committed to delivering long-term results through active management as we have for more than 60 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward.CLEARBRIDGE VARIABLE DIVIDEND STRATEGY PORTFOLIO I- Performance charts including intraday, historical charts and prices and keydata.FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions. Latest ClearBridge Dividend Strategy Fund Class C (SBPLX) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more.See ClearBridge Dividend Strategy Fund (SOPYX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...The ClearBridge Dividend Strategy outperformed its S&P 500 Index benchmark during the first quarter. On an absolute basis, the Strategy had gains in three …

SOPAX Portfolio - Learn more about the ClearBridge Dividend Strategy A investment portfolio including asset allocation, stock style, stock holdings and more.ClearBridge Variable Dividend Strategy Portfolio (the “Portfolio”) is a separate diversified investment series of Legg Mason Partners Variable Equity Trust (the “Trust”). The Trust, a Maryland statutory trust, is registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end management investment company.

Analyze the Fund ClearBridge Dividend Strategy Fund Class A having Symbol SOPAX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.QS Strategic Real Return Fund: QS U.S. Small Capitalization Equity Fund: RARE Global Infrastructure Value Fund: Legg Mason Partners Equity Trust: ClearBridge Aggressive Growth Fund: ClearBridge All Cap Value Fund: ClearBridge Appreciation Fund: ClearBridge Dividend Strategy Fund: ClearBridge Energy MLP & Infrastructure Fund: …

1. Dividends and yields represent past performance. There is no assurance they will continue to be paid in the future. Key Differentiators Stock level: Does not employ yield screen Obsessive focus on business model and industry structure/dynamics Portfolio level: Focuses on diversification, not relative benchmark positioningUnder normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other ...The ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the third quarter. On an absolute basis, the Strategy saw positive contributions from three of 11 sectors in ...Investment Objective & Strategy from investment's prospectus The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investmentsGlobal Value Improvers: A Value Approach to Delivering Sustainability Gains. The ClearBridge Global Value Improvers Strategy integrates a value investing approach with forward-looking ESG analysis to identify undervalued companies where ESG progress can add alpha over a full market cycle. November 3, 2023. Copy to Clipboard.

Aug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience.

ClearBridge Dividend Strategy ESG ETF Price: $41.08 Change: $0.46 (0.01%) Category: Large Cap Growth Equities. Last Updated: Oct 17, 2023 2023-10-17. Advertisement

A high-level overview of ClearBridge Dividend Strategy Fund A (SOPAX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.The ClearBridge Dividend Strategy participated well in the risk-on second quarter, with our energy, materials and financials holdings offering strength in a challenging market for dividend-paying companies. While the market’s headline performance in the first half was impressive, beneath the surface the markets were less The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, i f any, in equity securities or other investments with similar economic characteristics that pay dividends or are expected to …Current and Historical Performance Performance for ClearBridge Dividend Strategy Fund on Yahoo Finance.Factsheet - ClearBridge Dividend Strategy Fund. Product overview including investment objective; costs; past performance and holdings details. Literature Code: 90017-FF. Next Update. 12/23. Format. PDF. Download PDF.Feb 23, 2023 · LMMRX - ClearBridge Dividend Strategy R - Review the LMMRX stock price, growth, performance, sustainability and more to help you make the best investments.

See the company profile for ClearBridge Dividend Strategy 1 (LCBOX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key ...ClearBridge Dividend Strategy ESG ETF Symbol Symbol Holding Holding % Assets % Assets MSFT: Microsoft Corporation: 5.08%: APO: Apollo Global Management Inc: 3.99%: WMB: ... This section compares the dividend yield of this ETF to its peers. YLDE ETF Database Category Average FactSet Segment Average; Dividend $ 0.20 $ …This trading strategy invovles purchasing a stock just before the ex-dividend date in order to collect the dividend and then selling after the stock price has recovered. High Yield …Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience. Prior to joining ClearBridge, Michael served as an Equity Analyst at ... 5/30/2007. 5/31/2007. ClearBridge Dividend Strategy Fund A (SOPAX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.

ClearBridge Global Infrastructure Income Fund . Legg Mason Partners Equity Trust . BrandywineGLOBAL – Corporate Credit Fund . BrandywineGLOBAL – High Yield Fund . ClearBridge Aggressive Growth Fund . ClearBridge All Cap Value Fund . ClearBridge Appreciation F und ClearBridge Dividend Strategy Fund . ClearBridge International …See holdings data for ClearBridge Dividend Strategy Fund (SOPAX). Research information including asset allocation, sector weightings and top holdings for ClearBridge Dividend Strategy Fund.

When a company does well enough to distribute some of its profits to its stock shareholders, this is known as paying dividends. An ex-dividend date is one of several important elements of the dividend payment process that you should be fami...Fund Description. Seeks to invest in high-quality stocks with an attractive or improving dividend profile. Seeks a combination of dividend income, dividend growth and long-term capital appreciation. Uses fundamental analysis to select a diversified portfolio of companies with long histories of paying and raising dividends.Jul 1, 2022 · ClearBridge Investments is a leading global equity manager with $155.2 billion in assets under management as of September 30, 2023. We are committed to delivering long-term results through active management as we have for more than 60 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward. CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS A- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.Find the latest ClearBridge Dividend Strategy Fund (SOPAX) stock quote, history, news and other vital information to help you with your stock trading and investing.The ClearBridge Dividend Strategy participated well in the risk-on second quarter, trailing significantly less than in the first-quarter’s growth rebound. Stock selection in financials, materials and energy aided our performance, even while the market remained fixated on a handful of information technology (IT), consumer discretionary and ...Dividend Strategy 3Q22: Pricing power should protect profitability during acute inflationary cycles and can lead to margin expansion when cost pressures abate.CLEARBRIDGE DIVIDEND STRATEGY FUND INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE John Baldi, Michael Clarfeld, CFA and Peter Vanderlee, CFA . Portfolio Managers . Average annual total returns and fund expenses (%) as of September 30, 2023 5 Year. 4.95. 7 Years. 9.06. 10 Year. —. Take a closer look at the prices & performance of Franklin Templeton's Separately Managed Accounts.

See ClearBridge Dividend Strategy Fund (LCBEX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...

Add ClearBridge Dividend Strategy Portfolios to favorites . ClearBridge Dividend Strategy Portfolios . Total Returns (%) As of 09/30/2023. 3 Mths -4.80 .

CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS R- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.Investment Objective & Strategy from investment's prospectus The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investmentsThe ClearBridge Dividend Strategy outperformed its S&P 500 Index benchmark during the fourth quarter. On an absolute basis, the Strategy saw positive contributions from 10 of the 11 sectors in which it was invested for the quarter. The financials, IT and health care sectors made the strongest contributions, while the real estateAug 06, 2009. 12.82. 12.8%. Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience.A. ClearBridge Dividend Strategy ESG ETF (the “Fund”) seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the Fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics …Dividend Strategy 3Q23: We are cautious toward the broader markets but enthusiastic about the importance of dividend growers in the current environment. Rally ...The ClearBridge Dividend Strategy also declined, but far less than the broader averages. Indeed, while the S&P 500 Index was down 18% in 2022, the Strategy was down less than half as much. While it was a challenging year for the capital markets, it highlighted many of the strengths of our active management of dividend equities. ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” third quarter 2023 investor letter. A copy of the same can be downloaded here.The best performing dividend ETF focused mostly (although not entirely) on U.S. stocks is the ClearBridge Dividend Strategy ESG ETF (YLDE), a fund which has appeared on the monthly top performer ...Get the latest ClearBridge Dividend Strategy Fund Class I (SOPYX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and ...ClearBridge Investments is a well-established global investment manager focusing on proprietary research and fundamental investing. With over 60 years of experience building portfolios for clients seeking income solutions, high active share or low-volatility, long-tenured portfolio managers provide strong leadership in a centralized …

Prospectus - ClearBridge Dividend Strategy Fund; Publication Date: May 2023 Prospectus - ClearBridge Dividend Strategy Fund. A pamphlet explaining the fund's goal, investments, and risks, as well as sales charges, fees, and expenses. Download PDF. Literature Code: 90017-P . Next Update . 05/24 . Format .Texas Instruments is relatively high yielding at 2.55% and is among the top IT dividend growers in the portfolio, with three- and five-year dividend growth rates of 25.6% and 20.0%, respectively. Our IT holdings have paid dividends consecutively for 20 years on average and have raised them annually an average of 10 years consecutively.A unit investment trust that seeks above-average total return by investing in dividend- paying common stocks from three distinct segments of the market as ...Instagram:https://instagram. pfizer dividend 2023communications bookcitadel returnsusda loan pros and cons ClearBridge Invest-LeggMasonRETAIL ("ClearBridge") ClearBridge Dividend Strategy ( MA) portfolio invests primarily in stocks that either pay an existing dividend or that the managers expect will pay a dividend in the near future. Limited investments may also be made in non-dividend-paying stocks that are not expected to pay a dividend in the …ClearBridge Dividend Strategy Fund management group. The prices of securities of small and mid-capitalization companies generally are more volatile than those of large capitalization companies and are more likely to be adversely affected than large capitalization companies by changes in earnings results and investor expectations or … does msft pay dividendsbest banks to buy stock in CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS A- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines. iygix ClearBridge Dividend Strategy ESG MA (CBE-P) Select UMA ClearBridge Investments, LLC New York, New York 10018 620 Eighth Avenue, 48th Floor EXECUTIVE SUMMARY To help you better understand the performance results of third-party investment manager strategies within our Select UMA Program, we are including additional information withinThe ClearBridge Dividend Strategy ESG ETF (YLDE) is an exchange-traded fund that is based on the S&P 500 ESG index. The fund is an actively managed fund that seeks income, growth of income, and long-term capital appreciation. The fund focuses on global large-cap stocks with attractive dividends and positive ESG attributes.