Clearbridge dividend strategy.

SOPYX - ClearBridge Dividend Strategy I - Review the SOPYX stock price, growth, performance, sustainability and more to help you make the best investments.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. 1.82%. United Kingdom. 1.55%. Sector and region weightings are calculated using only long position holdings of the portfolio. The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date.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 ...

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 ...ClearBridge Dividend Strategy A SOPAX — — Invesco Charter A CHTRX — — Invesco Dividend Income A IAUTX — — Virtus KAR Long/Short Equity R6 VLSRX — — JH Adaptive Risk Mgd U.S. Eq A ...

The 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 estate Market Capitalization Allocation. As of 10/31/2023 % of Equity Updated Monthly. 10-25 Billion 25-50 Billion >50 Billion <. Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - SOPYX.

CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS C- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.15 Nov 2023 ... Dividend Strategy 3Q23: We are cautious toward the broader markets but enthusiastic about the importance of dividend growers in the current ...Dividend Strategy 2Q23 Update. Mike Clarfeld highlights how dividend growers have historically done well during and after rate hike cycles and how they help manage risk in volatile markets.. April 18, 2023. ... The ClearBridge Global Value Improvers Strategy integrates a value investing approach with forward-looking ESG analysis to …This is for persons in the US only. Analyze the Fund ClearBridge Dividend Strategy Fund Class I having Symbol SOPYX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. ClearBridge Dividend Strategy ESG ETF (YLDE) is an actively managed strategy that seeks attractive income growth and capital appreciation over time by seeking to invest in dividend paying stocks with positive ESG attributes.

ClearBridge Dividend Strategy ESG Portfolios invest primarily in dividend-paying stocks that offer the potential for income growth and capital appreciation over time. The investment team believes that companies that exhibit market leadership, coupled with solid balance sheets and strong dividend profiles, are attractive investment candidates for the long …

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 Dividend Strategy Fund Overview Overall Score 7.1/10 # 88 in Large Blend Overview Interactive Chart Performance Holdings Costs & Fees Risk Fund Family Overview Interactive Chart...15 Nov 2023 ... Dividend Strategy 3Q23: We are cautious toward the broader markets but enthusiastic about the importance of dividend growers in the current ...In today’s digital age, finding ways to make money online has become increasingly popular. One such method is getting paid to view ads. Before diving into the strategies, it is important to understand how getting paid to view ads actually w...Value stocks across all market caps. Benchmark. Russell 3000 Value Index. Total Strategy AUM. $3.9B. Holdings Range. 60-80 1. Objective. Long-term capital growth, current income is a secondary consideration 3.Summary Prospectus - ClearBridge Dividend Strategy... Publication Date: May 2023 Summary Prospectus - ClearBridge Dividend Strategy Fund. A short document explaining the fund's goal, investments, and risks, as well as sales charges, fees, and expenses. Download PDF. Literature Code: 90017-PSUM . Next Update . 05/24 . Format .11 Aug 2023 ... ClearBridge Variable Dividend Strategy Portfolio. LEI code: 5493002UOIQFVG3SUR80. Business ID: S000008304. Select. US. AST MFS GROWTH PORTFOLIO.ClearBridge Dividend Strategy (MA) (CLD-6) 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 within

The ClearBridge Value Equity Composite invests primarily in U.S. equity securities with market capitalizations generally greater than $5 billion at the time of purchase. The strategy is designed for investors seeking a concentrated portfolio of primarily large-cap U.S. securities. Results calculated in U.S. dollars.Analyze the Fund ClearBridge Dividend Strategy Fund Class I having Symbol SOPYX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.SOPAX Portfolio - Learn more about the ClearBridge Dividend Strategy A investment portfolio including asset allocation, stock style, stock holdings and more.Sep 30, 2023 · Dividend Strategy 3Q23: We are cautious toward the broader markets but enthusiastic about the importance of dividend growers in the current environment. Dividend Strategy 2Q23 Update Portfolio Manager John Baldi discusses Dividend Strategy performance in the second quarter and recent additions to the portfolio. 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 as of September 30, 2023 Top Equity Issuers (% of Total) Fund Microsoft Corp 4.94 Apollo Global Management Inc 4.28 Williams Cos Inc/The 3.65 Linde PLC 3.29 Comcast Corp 3.21 Sempra 3.08 Becton Dickinson & Co 2.90 JPMorgan Chase & Co 2.89 Enbridge Inc 2.81 Apple Inc 2.60 Sector Allocation (Equity % of Total ...

Seeks to invest in high-quality stocks with an attractive or improving dividend profile. Seeks a combination of dividend income, dividend growth and long …Here you can learn more about our company, our team and careers at ClearBridge. ... The Strategy invests primarily in common stocks and common stock equivalents, such as preferred stocks and securities convertible into common stocks, of companies the portfolio managers believe are undervalued in the marketplace. ...

Sep 30, 2023 · 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. Here you can learn more about our company, our team and careers at ClearBridge. ... The Strategy invests primarily in common stocks and common stock equivalents, such as preferred stocks and securities convertible into common stocks, of companies the portfolio managers believe are undervalued in the marketplace. ...ClearBridge Dividend Strategy SOPYX. Columbia Dividend Income LBSAX. Fidelity High Dividend ETF FDVV. FlexShares Quality Dividend ETF QDF. Franklin U.S. Low Volatility High Dividend ETF LVHD ...The ClearBridge Dividend Strategy ESG ETF is an actively managed strategy that seeks attractive income growth and capital appreciation over time by seeking to invest in dividend paying stocks with ...The strategy seeks: Attractive dividend yield 1 Powerful compounding of dividends Risk management in volatile markets 1. Dividends and yields represent past …The ClearBridge Dividend Strategy outperformed its S&P 500 Index benchmark during the second quarter. On an absolute basis, the Strategy had gains in one of the 11 sectors in which it was invested ...

The Sustainability Leaders Strategy invests in high-quality companies across market capitalizations with strong or improving environmental, social and governance (ESG) attributes and makes an impact through company engagement. Strategy Overview. Concentrated all-cap portfolio of high-quality companies with outstanding ESG …

ClearBridge Energy Midstream Opportunity Fund raises dividend by 20.4% to $0.65 SA News Mon, Jul. 31 ClearBridge Energy MLP Strategy Q2 2023 Portfolio Manager Commentary

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 23 years of investment industry experience.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 ...The ClearBridge Value Equity Composite invests primarily in U.S. equity securities with market capitalizations generally greater than $5 billion at the time of purchase. The strategy is designed for investors seeking a concentrated portfolio of primarily large-cap U.S. securities. Results calculated in U.S. dollars.Ex-Dividend Date. 12/28/2005. Reinvestment Date. 12/28/2005. Payable Date. 12/28/2005. Reinvestment Price. $13.52. Find latest pricing, performance, portfolio and fund documents for ClearBridge Variable Dividend Strategy Portfolio - 52467W205.Factsheet - ClearBridge Dividend Strategy Portfolios SMA. Detailed product information, including key portfolio and performance statistics. Literature Code: CDP-FFSM. Next Update. 12/23. Format. PDF. Download PDF. Dividend income can provide balance to portfolios focused on capital appreciation. These strategies seek high and growing income streams from equity and related securities including common and preferred stocks, convertible securities, real estate investment trusts and master limited partnerships (MLPs). ClearBridge Dividend Strategy (MA) (CLD-6) 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 within British Petroleum, or BP, makes quarterly dividend payments in March, June, September and December of each year, according to the BP website. The actual dividend payment dates vary from year to year, but generally fall in the second half of...

Product Commentary - ClearBridge Dividend Strategy ESG Portfolios SMA. PDF Format . Product Commentary - ClearBridge Dividend Strategy ESG Portfolios SMA . Publication Date: 09/30/2023 . Download PDF . Add To Cart. Mailed hardcopies unavailable. Product Commentary - ClearBridge Dividend Strategy Fund. PDF Format . Product …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 …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, 2023Instagram:https://instagram. register investment advisormetatrader 4 brokers listishares india etfbest banks for investment banking Overview The Dividend Strategy portfolio targets a high level of current income, growth of income and capital preservation in challenging markets by owning high-quality large cap companies that pay an attractive dividend and have the potential to significantly grow their dividends. Investment Philosophy graze lawn mowertdameritrade news 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 …Oct 31, 2023 · Market Capitalization Allocation. As of 10/31/2023 % of Equity Updated Monthly. 10-25 Billion 25-50 Billion >50 Billion <. Find latest pricing, performance, portfolio and fund documents for ClearBridge Dividend Strategy Fund - SOPYX. share price john deere While any given year in the market is hard to predict, dividend investing is a sound strategy for the long term. If 2023 proves a repeat of 2022, with a recession added in, dividend stocks should offer similar support amid volatility; if markets perform better than expected, dividend stocks should participate nicely in a recovery.See ClearBridge Dividend Strategy Fund (LCBOX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Dividend Strategy Fund performance, holdings, fees, risk and other ...