+Compare
SMDLX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
311.94M

SMDLX ClearBridge Tactical Dividend Income C Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Broadcom (NASDAQ:AVGO), Merck & Co (NYSE:MRK), Enterprise Products Partners LP (NYSE:EPD), Energy Transfer LP (NYSE:ET), Plains GP Holdings LP (NASDAQ:PAGP).

Industry description

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.

Market Cap

The average market capitalization across the ClearBridge Tactical Dividend Income C MF is 644.25B. The market cap for tickers in the group ranges from 3.11B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is PAGP at 3.11B.

Volume

The average weekly volume growth across all stocks in the ClearBridge Tactical Dividend Income C MF was 21%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 36
P/E Growth Rating: 22
Price Growth Rating: 34
SMR Rating: 40
Profit Risk Rating: 33
Seasonality Score: 13 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
LEGG MASON & CO., LLC620 EIGHTH AVENUE, 49TH FLOORNew York
Phone
1-877-721-1926
Web
http://www.leggmason.com/
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GSMVX14.010.07
+0.50%
Goldman Sachs Small/Mid Cap Value Instl
ROSIX10.380.03
+0.29%
Rondure Overseas Institutional
AFDVX18.300.05
+0.27%
Applied Finance Explorer Investor
LMGTX49.240.13
+0.26%
ClearBridge International Growth C
GRMAX21.60-0.02
-0.09%
Nationwide S&P 500 Index A

SMDLX and

Correlation & Price change

A.I.dvisor indicates that over the last year, SMDLX has been closely correlated with FFFMX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if SMDLX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMDLX
1D Price
Change %
SMDLX100%
+0.36%
FFFMX - SMDLX
90%
Closely correlated
+0.04%
FFMMX - SMDLX
89%
Closely correlated
+0.02%
VIVAX - SMDLX
83%
Closely correlated
+0.13%
DOXGX - SMDLX
82%
Closely correlated
+0.33%
DODGX - SMDLX
82%
Closely correlated
+0.33%
More