ClearBridge Dividend Strategy's experienced management team uses straightforward but effective approach to dividend investing, earning it Morningstar Analyst Ratings that range from Silver to Neutral, depending on fees.
Will SOPAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SOPAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SOPAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SOPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.