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SOPAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$29.40
Change
+$0.09 (+0.31%)
Net Assets
8.95B

SOPAX ClearBridge Dividend Strategy A Forecast, Technical & Fundamental Analysis

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

Category: #Large Value
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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 A MF is 576.37B. The market cap for tickers in the group ranges from 38.8B to 3.63T. MSFT holds the highest valuation in this group at 3.63T. The lowest valued company is VMC at 38.8B.

Volume

The average weekly volume growth across all stocks in the ClearBridge Dividend Strategy A MF was -79%. For the same stocks of the MF, the average monthly volume growth was -79% and the average quarterly volume growth was -78%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 49
Price Growth Rating: 51
SMR Rating: 47
Profit Risk Rating: 38
Seasonality Score: 2 (-100 ... +100)
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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/
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SOPAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SOPAX has been closely correlated with DODGX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if SOPAX jumps, then DODGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOPAX
1D Price
Change %
SOPAX100%
+0.31%
DODGX - SOPAX
78%
Closely correlated
+0.36%
FWMIX - SOPAX
78%
Closely correlated
+0.41%
RWMHX - SOPAX
77%
Closely correlated
+0.41%
RWEBX - SOPAX
77%
Closely correlated
+0.40%
VSMPX - SOPAX
72%
Closely correlated
+0.31%
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