ClearBridge Tactical Dividend Income FundSMDLX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$364.1M
Expense ratio
2.10%
1-year return
+17.9%
3 years, a year
+13.7%
5 years, a year
+9.3%
Holdings
79
What it aims to do.
The funds primary investment objective is to generate high current income,
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOGL Alphabet Inc | 2.91% |
| WMB Williams Companies Inc (The) | 2.90% |
| AAPL Apple Inc | 2.68% |
| MSFT Microsoft Corp | 2.56% |
| ET Energy Transfer Lp | 2.40% |
| UNP Union Pacific Corp | 2.27% |
| EMR Emerson Electric Co | 2.07% |
| NEE Nextera Energy Inc | 2.02% |
| DTE Dte Energy Company | 2.00% |
| JPM Jp Morgan Chase & Company | 1.99% |
More on SMDLX.
- SMDLX overview
- SMDLX holdings
- SMDLX risk
- SMDLX costs
- SMDLX money in and out
- SMDLX share classes
- Compare SMDLX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.