LCBEX

About LCBEX

ClearBridge Dividend Strategy Fund Class IS is an equity income mutual fund designed to provide investors with a high level of current income, while also pursuing long-term capital appreciation as a secondary goal. The fund primarily invests at least 80% of its assets in equity securities, with a notable emphasis on common stocks of companies that offer attractive or improving dividend profiles. It may also allocate up to 20% of assets to fixed income securities, and has flexibility to include preferred and convertible securities as part of its strategy. The fund's investment approach targets high-quality, dividend-paying companies across a diverse range of sectors, resulting in a portfolio that balances income generation with risk management. Its top holdings regularly include leaders in technology, financial services, utilities, energy, and healthcare. This structure supports the fund’s aim of producing consistent dividend income, with quarterly distributions and an established track record of dividend growth. ClearBridge Dividend Strategy Fund Class IS holds a significant position within the large value category and is recognized for its below average risk profile and consistent process. Managed by institutional professionals, it is suitable for investors seeking a stable income stream complemented by equity market participation and potential for capital growth.