Clearbridge Dividend Strategy Fund Quote
| SBPLX Fund | USD 29.74 0.06 0.20% |
PerformanceSolid
| Odds Of DistressLow
|
Clearbridge Dividend is trading at 29.74 as of the 22nd of July 2025; that is 0.2 percent decrease since the beginning of the trading day. The fund's open price was 29.8. Clearbridge Dividend has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. 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
Clearbridge Mutual Fund Highlights
| Fund Concentration | Legg Mason Funds, Large Value Funds, Large Value, Legg Mason (View all Sectors) |
| Update Date | 30th of June 2025 |
Clearbridge Dividend Strategy [SBPLX] is traded in USA and was established 22nd of July 2025. Clearbridge Dividend is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Large Value category and is part of Legg Mason family. This fund at this time has accumulated 6.23 B in assets with minimum initial investment of 1 K. Clearbridge Dividend is currently producing year-to-date (YTD) return of 5.11% with the current yeild of 0.0%, while the total return for the last 3 years was 12.34%.
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 | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| WMB | Williams Companies | Stock | Energy | |
| UPS | United Parcel Service | Stock | Industrials | |
| RTX | Raytheon Technologies Corp | Stock | Industrials | |
| PPG | PPG Industries | Stock | Materials |
Clearbridge Dividend Risk Profiles
| Mean Deviation | 0.482 | |||
| Semi Deviation | 0.4309 | |||
| Standard Deviation | 0.6433 | |||
| Variance | 0.4138 |
Clearbridge Dividend Against Markets
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Dividend financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Dividend security.
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