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Quick Guide to ClearBridge Dividend Strategy 1 Fund (LCBOX)


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ClearBridge Dividend Strategy 1 ( LCBOX ) a Zacks Rank #1 (Strong Buy) invest the majority of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics that pay dividends or are expected to initiate their dividends over time.

This Allocation Balanced fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Intermediate Bond. Further, as of the last filing, BERKSHIRE HATHAWAY INC CL B, HOME DEPOT INC and NESTLE SA SPONS ADR FOR REG were the top holdings for LCBOX.

The ClearBridge Dividend Strategy 1 fund, managed by Legg Mason, carries an expense ratio of 0.89%.

LCBOX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 16.08%, 3 year 10.12% and 5 year 13.03%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

LCBOX’s performance, as of the last filing, when compared to funds in its category was in the top 1% in 1 year, top 2% over the past 3 years, and in the 2% over the past 5 years.

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