B
ClearBridge Tactical Dividend Income Fund Class A CFLGX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CFLGX-NASDAQ Click to
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Rating B
Reward Index Fair
Reward Grade C+
Risk Index Good
Risk Grade B
Company Info CFLGX-NASDAQ Click to
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Provider Franklin Templeton, Inc
Manager/Tenure (Years) Peter Vanderlee (14), Patrick McElroy (4)
Website http://www.franklintempleton.com
Fund Information CFLGX-NASDAQ Click to
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Fund Name ClearBridge Tactical Dividend Income Fund Class A
Category Large Value
Sub-Category US Equity Large Cap Value
Prospectus Objective Equity-Income
Inception Date Oct 19, 1990
Open/Closed To New Investors Open
Minimum Initial Investment 1,000.00
Minimum Subsequent Investment 50.00
Front End Fee 0.06
Back End Fee --
Dividends and Shares CFLGX-NASDAQ Click to
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Dividend Yield 2.79%
Dividend CFLGX-NASDAQ Click to
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Dividend Yield (Forward) 2.91%
Asset Allocation CFLGX-NASDAQ Click to
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Cash 1.46%
Stock 95.50%
U.S. Stock 90.65%
Non-U.S. Stock 4.85%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 3.04%
Convertible 0.00%
Other Net 0.00%
Price History CFLGX-NASDAQ Click to
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7-Day Total Return 0.26%
30-Day Total Return -1.50%
60-Day Total Return 0.29%
90-Day Total Return 1.05%
Year to Date Total Return 10.09%
1-Year Total Return 10.92%
2-Year Total Return 17.07%
3-Year Total Return 49.62%
5-Year Total Return 58.04%
Price CFLGX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV CFLGX-NASDAQ Click to
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Nav $26.85
1-Month Low NAV $26.52
1-Month High NAV $27.46
52-Week Low NAV $24.27
52-Week Low NAV (Date) Nov 20, 2025
52-Week High NAV $27.55
52-Week High Price (Date) Aug 14, 2026
Beta / Standard Deviation CFLGX-NASDAQ Click to
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Beta 0.70
Standard Deviation 10.54
Balance Sheet CFLGX-NASDAQ Click to
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Total Assets 368.80M
Operating Ratios CFLGX-NASDAQ Click to
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Expense Ratio 1.36%
Turnover Ratio 79.00%
Performance CFLGX-NASDAQ Click to
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Last Bull Market Total Return 18.38%
Last Bear Market Total Return -12.35%