CFLGX : ClearBridge Tactical Dividend Income Fund Class A

CFLGX is a US Stocks Market Large Value with HIGH fees.

CFLGX

ClearBridge Tactical Dividend Income Fund Class A

FI Score

32 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

32% FI Score
  • cflgx
  • Mutual Fund
  • US Stocks
  • Large Value

ClearBridge Tactical Dividend Income Fund Class A

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to generate high current income, with capital appreciation as a secondary objective. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, if any, in equity and equity-related securities that provide investment income, dividend payments or other distributions or in other investments with similar economic characteristics. The fund may invest in equity and equity-related securities of issuers with any market capitalization.

Largest Holdings

Amount Holding
7.07% Microsoft Corp
5.27% Blackstone Group Inc
4.88% Broadcom Inc 8% PRF CONVERT 30/09/2022 USD 1000 Ser A
4.54% Lockheed Martin Corp
4.37% Apple Inc
3.95% Merck & Co Inc
2.81% AT&T Inc
2.46% Alexandria Real Estate Equities Inc
2.41% Crown Castle International Corp Cum Conv Pfd Registered Shs Series -A-
2.32% Qualcomm Inc
2.25% Enterprise Products Partners LP
2.12% Energy Transfer LP
1.93% Brookfield Renewable Partners LP
1.75% American Tower Corp
1.72% NextEra Energy Inc
1.69% Westlake Chemical Partners LP
1.68% Magellan Midstream Partners LP
1.54% NortonLifeLock Inc
1.51% Danaher Corp PRF CONVERT 15/04/2022 USD - Ser A
1.50% Edison International
1.45% Procter & Gamble Co
1.42% Stanley Black & Decker Inc
1.40% Texas Instruments Inc
1.37% Verizon Communications Inc
1.37% KNOT Offshore Partners LP

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