ClearBridge Dividend Strategy Fund (SOPAX) Research
Under typical market conditions, the fund commits a minimum of 80% of its net assets, inclusive of any borrowed capital for investment, to equity securities or other financially similar instruments that either currently pay dividends or are projected to initiate dividend payments over time. Its primary holdings are common stocks. Furthermore, up to 50% of the fund's net assets may be allocated to equities of international companies, whether acquired directly or through depositary receipts.
Market snapshot
- Symbol
- SOPAX
- Price
- $30.91
- Day change
- +0.39%
- Market cap
- $9.2B
- 52-week range
- 28.58-32.44
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AB Large Cap Growth Fund (APGCX)
- Fidelity Equity Income Fund (FEQIX)
- T. Rowe Price Small-Cap Stock Fund (OTCFX)
- Principal LargeCap S&P 500 Index Fund (PLFMX)
- T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX)
- TIAA-CREF Large Cap Value Fund (TRLCX)
- T. Rowe Price Communications & Technology Fund (TTMIX)
- Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX)
Open ClearBridge Dividend Strategy Fund (SOPAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.