About CFLGX
ClearBridge Tactical Dividend Income Fund Class A is a mutual fund focused on delivering high current income as its primary objective, with capital appreciation as a secondary goal. The fund primarily invests in a diverse portfolio of income-producing equity and equity-related securities, including dividend-paying stocks, master limited partnerships (MLPs), and real estate investment trusts (REITs). It maintains a large value investment style, targeting sectors such as energy, technology, financial services, and healthcare. The fund may allocate up to 20% of its assets to fixed income securities, which can include below investment grade or unrated bonds. With over 80 holdings, it emphasizes high-quality, dividend-generating companies and typically pays distributions quarterly. Managed by ClearBridge, the fund plays a role in the market as a vehicle for investors seeking consistent income streams from equities, while also striving for long-term asset growth.
Fund Family Franklin Templeton Investments
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CFLGX
Share Class Class A
Index Dow Jones US Select Dividend Total Return Index
CFLGX had a total return of 17.94% in the past year, including dividends.
Since the fund's inception, the average annual return has been 7.44%.
