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ClearBridge Tactical Dividend Income A (CFLGX)

24.30 -0.14 (-0.57%)
As of 8:06 AM EST. Market Open.

Fund Summary

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 38.58%
Worst 1Y Total Return --
Number of Years Up 23
Number of Years Down 10

Performance & Risk

YTD Return 16.82%
5y Average Return 10.62%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CFLGXCategory AverageCFLGXCategory AverageCFLGXCategory Average
Alpha 0.35 -0.01 -4.16 -0.03 -5 -0.03
BETA 0.86 0.01 1.01 0.01 0.96 0.01
Mean Annual Return 0.99 0.01 1.04 0.01 0.69 0.01
R-squared 93.5 0.78 88.73 0.83 86.64 0.84
Standard Deviation 15.53 0.17 19.27 0.19 15.77 0.16
Sharpe Ratio 0.52 0 0.52 0 0.42 0.01
Treynor Ratio 8.59 0.04 8.54 0.07 5.75 0.08

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