MENU

SOPYX ClearBridge Dividend Strategy I Forecast, Technical & Fundamental Analysis

The investment seeks dividend income, growth of dividend income and long-term capital appreciation... Show more

Category: #Large Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Comcast Corp (NASDAQ:CMCSA).

Industry description

The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics that pay dividends or are expected to initiate their dividends over time. It invests primarily in common stocks. The fund may invest up to 50% of its net assets in equity securities of foreign issuers, either directly or through depositary receipts.

Market Cap

The average market capitalization across the ClearBridge Dividend Strategy I MF is 495.31B. The market cap for tickers in the group ranges from 37.17B to 2.9T. MSFT holds the highest valuation in this group at 2.9T. The lowest valued company is VMC at 37.17B.

Volume

The average weekly volume growth across all stocks in the ClearBridge Dividend Strategy I MF was -14%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was 4%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 55
Price Growth Rating: 47
SMR Rating: 52
Profit Risk Rating: 45
Seasonality Score: 18 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
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 %
FCDTX45.930.65
+1.44%
Fidelity Advisor Stock Selector Sm Cp M
APHHX25.220.16
+0.64%
Artisan Global Equity Institutional
IPOIX27.620.13
+0.47%
Nomura Systematic Emerging Markets Eq I
SPXUX19.570.09
+0.44%
WisdomTree 500 Digital N/A
PGTYX107.650.02
+0.02%
Putnam Global Technology Y

SOPYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SOPYX has been closely correlated with FWMIX. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if SOPYX jumps, then FWMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOPYX
1D Price
Change %
SOPYX100%
+0.65%
FWMIX - SOPYX
76%
Closely correlated
+0.60%
VSMPX - SOPYX
72%
Closely correlated
+0.50%
VSTSX - SOPYX
72%
Closely correlated
+0.49%
RWMFX - SOPYX
70%
Closely correlated
+0.58%
RWMEX - SOPYX
70%
Closely correlated
+0.60%
More
ClearBridge Dividend Strategy I (SOPYX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com