ClearBridge Dividend Strategy C (SBPLX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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ClearBridge Dividend Strategy C
New York, NY 10041
620 EIGHTH AVENUE, 49TH FLOOR
LEGG MASON & CO., LLC
1-877-721-1926
Management information
,Lead manager since 31 March 2019
John Baldi is a Portfolio Manager and co-manages the Dividend Strategy and Dividend Strategy ESG portfolios. Prior to his appointment to the Portfolio Management team, John served as a Senior Portfolio Analyst at ClearBridge. John has 23 years of investment industry experience and joined a predecessor organization in 2004. John previously served as a Senior Analyst for Specialty Finance at JPMorgan Chase.
John earned a BS in Finance and Economics from Boston College.
See more at: https://www.clearbridge.com/content/clearbridge/en-us/about/team/portfolio-management/baldi-john.html#sthash.8Eq9Nzlh.dpuf
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familyFranklin Templeton Investments
Net assets7.85B
YTD return5.99%
Yield0.57%
Morningstar rating★★
Inception date15 May 2013
Fund operations
Last dividend0.05
Last cap gain44.00
Holdings turnover19.00%
Average for categoryN/A
Fees and expenses
ExpenseSBPLXCategory average
Annual report expense ratio (net)0.67%0.78%
Prospectus net expense ratio0.67%N/A
Prospectus gross expense ratio0.67%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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