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ClearBridge Dividend Strategy I

SOPYX
18.71
+0.29
+1.57%
2/12/2016
5 Years
  • Previous Close

    18.42

  • Net Assets

    812.00M

  • Yield

    1.86%

  • Front load

    None

  • Expenses

    0.82%

  • Category

    Large Value

  • 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. A significant portion of the fund's portfolio will consist of equity securities that pay dividends.

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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