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ClearBridge Tactical Dividend Inc C (SMDLX)

EXPENSES

Cost Per $10,000:
3-Year: $701
5-Year: $1.2K
10-Year: $2.8K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.06%    
78th
3-Year: 10.14%    
87th
5-Year: 9.9%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.28%    
89th
3-Year: -0.65%    
36th
5-Year: -0.06%    
49th
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MANAGEMENT

Fund Manager:
Name: Vanderlee
Since: 01/01/2012

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line