Clearbridge Dividend Strategy Fund Quote
| SOPYX Fund | USD 29.45 0.14 0.47% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Clearbridge Dividend is trading at 29.45 as of the 20th of April 2024; that is -0.47 percent decrease since the beginning of the trading day. The fund's open price was 29.59. Clearbridge Dividend has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Clearbridge Dividend Strategy are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of March 2024 and ending today, the 20th of April 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent 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. More on Clearbridge Dividend Strategy
Moving together with Clearbridge Mutual Fund
| 0.95 | TEBIX | Franklin Mutual Beacon | PairCorr |
| 0.92 | TEDMX | Templeton Developing | PairCorr |
| 0.95 | TEDIX | Franklin Mutual Global | PairCorr |
| 0.98 | TEDSX | Franklin Mutual Global | PairCorr |
| 0.95 | TEDRX | Franklin Mutual Global | PairCorr |
| 0.92 | TEFRX | Templeton Foreign | PairCorr |
| 0.92 | TEFTX | Templeton Foreign | PairCorr |
Clearbridge Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Clearbridge Dividend's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Clearbridge Dividend or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Large Blend, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Clearbridge Dividend Strategy [SOPYX] is traded in USA and was established 20th of April 2024. Clearbridge Dividend is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 7.24 B in assets with no minimum investment requirementsClearbridge Dividend is currently producing year-to-date (YTD) return of 2.07% with the current yeild of 0.01%, while the total return for the last 3 years was 7.35%.
Check Clearbridge Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Dividend Strategy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clearbridge Dividend Strategy Mutual Fund Constituents
| UNP | Union Pacific | Stock | Industrials |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
| MMM | 3M Company | Stock | Industrials |
| MRK | Merck Company | Stock | Health Care |
| WMB | Williams Companies | Stock | Energy |
| UPS | United Parcel Service | Stock | Industrials |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Clearbridge Dividend Target Price Odds Analysis
Based on a normal probability distribution, the odds of Clearbridge Dividend jumping above the current price in 90 days from now is about 74.58%. The Clearbridge Dividend Strategy probability density function shows the probability of Clearbridge Dividend mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Clearbridge Dividend has a beta of 0.0427. This usually implies as returns on the market go up, Clearbridge Dividend average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Clearbridge Dividend Strategy will be expected to be much smaller as well. Additionally, clearbridge Dividend Strategy has an alpha of 0.0223, implying that it can generate a 0.0223 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Clearbridge Dividend to move above the current price in 90 days from now is about 74.58 (This Clearbridge Dividend Strategy probability density function shows the probability of Clearbridge Mutual Fund to fall within a particular range of prices over 90 days) .
Clearbridge Dividend Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Clearbridge Dividend market risk premium is the additional return an investor will receive from holding Clearbridge Dividend long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Clearbridge Dividend. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Clearbridge Dividend's alpha and beta are two of the key measurements used to evaluate Clearbridge Dividend's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4286 | |||
| Semi Deviation | 0.5648 | |||
| Standard Deviation | 0.582 | |||
| Variance | 0.3387 |
Clearbridge Dividend Against Markets
Picking the right benchmark for Clearbridge Dividend mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Clearbridge Dividend mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Clearbridge Dividend is critical whether you are bullish or bearish towards Clearbridge Dividend Strategy at a given time. Please also check how Clearbridge Dividend's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Clearbridge Dividend without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Latest Portfolios Now
Latest PortfoliosQuick portfolio dashboard that showcases your latest portfolios |
| All Next | Launch Module |
How to buy Clearbridge Mutual Fund?
Before investing in Clearbridge Dividend, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Clearbridge Dividend. To buy Clearbridge Dividend fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Clearbridge Dividend. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Clearbridge Dividend fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Clearbridge Dividend Strategy fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Clearbridge Dividend Strategy fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Clearbridge Dividend Strategy, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Clearbridge Dividend Strategy?
The danger of trading Clearbridge Dividend Strategy is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Clearbridge Dividend is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Clearbridge Dividend. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Clearbridge Dividend is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Clearbridge Dividend Strategy. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.