2024 Clearbridge dividend strategy sma fact card

Clearbridge dividend strategy sma fact card

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August undefined, 2024

WebFeb 28, 2024 · ClearBridge Dyn MDA US Div Bal SMA 11.20% 15.55% -2.82% 23.75% 7.64% 19.38% -11.39% -0.95% S&P 500 Total Return 11.96% 21.83% -4.38% 31.49% 18.40% 28.71% -18.11% 3.69% ClearBridge Dyn MDA Glbl Div Bal SMA 9.58% 16.91% -8.25% 20.31% 4.58% 14.97% -9.91% -0.28% Dana Balanced Strategy 5.33% 15.63% … WebThe fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund...

SOPAX - ClearBridge Dividend Strategy Fund Class A

WebMid Cap Value SMA Boyd Watterson Investment Grade intermediate Ultra Enhanced Core Brandes Investment Partner Global ADR Equity International (ADR) Equity Value Equity Emerging Markets Opp. ADR Global Balanced Value Brandywine Global Investment Mgmt. Traditional Large Cap Value (Affiliated Only) Breckinridge Capital Advisors WebClearBridge Dividend Strategy Fund has an expense ratio of 1.02 percent. Net Expense Ratio 1.02 Category Average: 0.86%* Management 0.65 Category Average: 0.5%* SEE MORE SOPAX FEES Updated... nsw department of water resources

ClearBridge Dividend Strategy (MA) Select UMA ClearBridge …

WebFact Sheet - ClearBridge Dividend Strategy ESG Portfolios SMA 4Q2024Separately Managed Accounts CLEARBRIDGE DIVIDEND STRATEGY ESG PORTFOLIOS Investment overview ClearBridge Dividend Strategy ESG Portfolios invest primarily in … WebClearBridge All-Cap Growth-SMA 76.96% 1.27cps ClearBridge Appreciation ESG SMA 83.38% 0.66cps ClearBridge Appreciation SMA 95.39% 0.71 cps ClearBridge Dividend Strategy ESG SMA 45.59% 0.75 cps ClearBridge Dividend Strategy-SMA 62.54% 1.57 cps Clearbridge ESG Dividend Strategy (Catholic) 0.00% None ClearBridge … WebThe Fund invests at least 80% of its net assets in equity securities, with an emphasis on common stocks with an attractive dividend profile. The Fund may invest up to 20% of its net assets in... nike air huarache ultra children

ClearBridge Dividend Strategy-SMA Performance & Stats

SOPAX - ClearBridge Dividend Strategy Fund Class A - Fidelity Investments

WebRecessions historically coincide with market downturns. To gauge the likelihood of a recession, Investment Strategist Jeffrey Schulze has developed the ClearBridge Recession Risk Dashboard and Anatomy of a Recession presentation.. In the February update: While housing has been on the leading edge of the current downturn, the threat of higher … WebA. 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 … nsw dept education emailWebClearBridge Dividend Strategy Fund Class 1 (04/11) LCBOX 0.73 -4.66 11.77 9.70 10.60 10.67 T. Rowe Price U.S. Equity Research Fund (11/94) PRCOX 0.42 -8.30 12.05 9.89 12.38 9.22 ... This Mutual Fund Report Card is informational in nature and is not a recommendation or solicitation for any person to buy, sell or hold any particular security; … nsw dept of education history

"Web16 hours ago · The iShares Core High Dividend ETF, which tracks the performance of relatively high-dividend-paying US equities, gained 7.1% in 2024, compared with an 18.1% decline in the S&P 500. Moreover, the S ... " - Clearbridge dividend strategy sma fact card

Clearbridge dividend strategy sma fact card

SOPAX ClearBridge Dividend Strategy Fund A - Seeking Alpha

WebCLEARBRIDGE DIVIDEND STRATEGY discounted in the stock. Shares are off nearly 50% from their mid - 2024 high. Over time, we believe Capital One can be a great holding for us. It operates a high-return business in an industry, credit cards, that has been one of the most profitable areas in financial services. Its earnings stream will be lumpy, as ... WebIn depth view into ClearBridge Sustainability Leaders SMA) including performance, holdings and portfolio stats. ClearBridge Sustainability Leaders SMA (S:0P0001DZ92) 24.21 -0.68 ( -2.74% ) USD Feb 28 2024

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WebClearBridge Dividend Strategy-SMA — Overview Edgefolio. Disciplined Investment Process- Strong focus on income growth- Portfolio management does not deviate from its investment approach- Identify strong, well run businesses. Seek companies with … WebMar 31, 2024 · ClearBridge Dividend Strategy Fund Class A No Transaction Fee 1 Prospectus More This fund is now available NTF (No Transaction Fee) and offered load-waived through Fidelity Morningstar ® Snapshot* AS OF 2/28/2024; Morningstar …

WebClearBridge Dividend Strategy Portfolios SMA Fact Sheet Publication Date: December 2024 ClearBridge Dividend Strategy Portfolios SMA Fact Sheet A single-page data sheet describing the Fund’s objective, portfolio holdings and performance. Literature Code: … WebMar 20, 2024 · ClearBridge Dividend Strategy ESG ETF Price: $38.43 Change: $0.41 (0.01%) Category: Large Cap Growth Equities. Last Updated: Mar 20, 2024 2024-03-20. Advertisement YLDE Profile YLDE Stock Profile & Price Dividend & Valuation Expenses Ratio & Fees Holdings Holdings Analysis Charts

WebClearBridge Large Cap Growth ESG ETF (LRGE) December 31, 2024 Top Equity Issuers (% of Total) Fund Microsoft Corp 8.16 Amazon.com Inc 6.00 Visa Inc 5.63 UnitedHealth Group Inc 5.49 Apple Inc 4.40 NVIDIA Corp 3.41 Thermo Fisher Scientific Inc 3.38 Netflix Inc 2.97 Zoetis Inc 2.92 Monster Beverage Corp 2.90 Geographic Allocation (% of Total) … WebAST ClearBridge Dividend Growth Portfolio AST Cohen & Steers Realty Portfolio AST Core Fixed Income Portfolio AST Emerging Markets Equity Portfolio AST Global Bond Portfolio AST Government Money Market Portfolio AST High Yield Portfolio AST International Growth Portfolio AST International Value Portfolio AST Investment Grade …

WebApr 14, 2024 · Market Overview. The first quarter of 2024 was a volatile one for the capital markets. The S&P 500 Index finished down 4.6% — quite good considering it was down 12% year to date through early ...

WebApr 5, 2024 · ClearBridge Variable Dividend Strategy Portfolio I Fund , QLMEIX 21.30 0.06 0.28% 02/23/2024 12:00 AM NAV Add to watchlist NAV 21.3 Nav 02/08/2024 Last Update Ratings Morningstar Rating... nsw dept of education school holidaysWebMar 31, 2024 · ClearBridge Dividend Strategy Fund Class A No Transaction Fee 1 Prospectus More This fund is now available NTF (No Transaction Fee) and offered load-waived through Fidelity Morningstar ® Snapshot* AS OF 2/28/2024; Morningstar Category: Large Blend *Data provided by Morningstar Overall Rating Rating Information Returns … nsw dept fair trading complaintsWebIn depth view into ClearBridge Dividend Strategy-SMA) including performance, holdings and portfolio stats. ClearBridge Dividend Strategy-SMA (S:0P00009UWP) 60.73 -1.74 ( -2.78% ) USD Feb 28 2024 n.s.w dept. of education syllabusWebDividend Frequency, if any Annually Morningstar Category Large Blend Lipper Classification Large-Cap Core Funds Turnover (fiscal yr) 6% Benchmark(s) S&P 500 Index Fund Characteristics Fund Benchmark Total Net Assets $6.63 Billion Number of Holdings 75 503 Average Market Cap (Millions USD) $442,988 $464,039 Price to Book 6.24x 5.67x nsw dept of education student portalWebAdvisor Individual Investor Strategies All Vehicles Narrow Your Results Objective High Active Share Income Solutions Low Volatility ESG More Filters 96 Results Institutional Separate Accounts Show More Exchange Traded Funds Mutual Funds Show More … nsw dept of education job feed nsw dept education jobsWebApr 5, 2024 · A high-level overview of ClearBridge Large Cap Growth Fund A (SBLGX) stock. ... Dividend Strategy; Dividend Quick Picks; Dividend ETFs; ... 10D SMA. 50D SMA. 200D SMA. Simple Moving Average: 45.73 ... nike air huarache ultra grey