ClearBridge Tactical Dividend Income Fund

ClearBridge Tactical Dividend Income Fund is a registered fund series of Legg Mason Partners Investment Trust (series S000016241). Net assets $364.1M as of 2026-04-30.

Profile

Advisers

Top holdings (79 reported)

Showing 15 of 79 holdings by value.

HoldingTickerValue% of fund
ALPHABET INC$10.6M290.78%
WILLIAMS COMPANIES INC (THE)$10.5M289.69%
APPLE INC$9.7M267.74%
MICROSOFT CORP$9.3M255.78%
ENERGY TRANSFER LP$8.7M239.51%
UNION PACIFIC CORP$8.3M226.93%
EMERSON ELECTRIC CO$7.5M206.78%
NEXTERA ENERGY INC$7.4M202.15%
DTE ENERGY COMPANY$7.3M199.61%
JP MORGAN CHASE & COMPANY$7.2M198.94%
BOEING COMPANY (THE)$7.1M196.00%
EATON CORP PLC$7.0M192.85%
WESTLAKE CHEMICAL PARTNERS LP$6.6M180.26%
ONEOK INC$6.4M174.86%
DIGITAL REALTY TRUST INC$6.3M172.67%

Net asset history

Report dateNet assets
2026-04-30$364.1M
2026-01-30$359.6M
2025-10-31$354.6M
2025-07-31$355.3M
2025-04-30$340.9M
2025-01-31$381.4M
2024-10-31$368.6M
2024-07-31$363.1M

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