ClearBridge Tactical Dividend Income Fund

Scorecard
1 / 5 Stars
Lipper
1 1 4 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
C+ (Hold)

#70 in Mid-Cap Value

U.S. News evaluated 112 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 21.08 percent over the past year, 12.94 percent over the past three years, 14.18 percent over the past five years, and 5.16 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 9.8%
1 Year 21.1%
3 Years (Annualized) 12.9%
5 Years (Annualized) 14.2%
10 Years (Annualized) 5.2%

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Summary

The investment seeks to generate high current income, with capital appreciation as a secondary objective. 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. It may invest up to 50% of its net assets in foreign securities, including securities of issuers in emerging market countries. The fund may invest in equity and equity-related securities of issuers with any market capitalization.

Fees

Fees are Low compared to funds in the same category.
ClearBridge Tactical Dividend Income Fund has an expense ratio of 1.20 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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