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ClearBridge Dividend Strategy I

SOPYX
21.46
+0.01
+0.05%
7/28/2016
5 Years
  • Previous Close

    21.45

  • Net Assets

    949.86M

  • Yield

    1.54%

  • Front load

    None

  • Expenses

    0.82%

  • Category

    Large Blend

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Legg Mason

Fund Style

Open

Fund Manager

Peter Vanderlee

Investment Style

Large Blend

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 investments with similar economic characteristics that pay dividends or are expected to initiate their dividends over time. It invests primarily in common stocks. The fund may invest up to 50% of its net assets in equity securities of foreign issuers, either directly or through depositary receipts.

Purchase Information

Initial Purchase 1,000,000
Initial Purchase: IRA 1,000,000
Initial Purchase: AIP 1,000,000

Inception

2/7/1996

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