Lmp Capital & Income Fund Inc (SCD)
14.93
+0.24
(+1.63%)
USD |
NYSE |
Apr 23, 12:48
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
2.62% | -6.25% | 268.55M | 61858.33 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.12% | 41.00% | -163.71M | Upgrade |
Basic Info
Investment Strategy | |
The Fund’s investment objective is total return with an emphasis on income. Under normal market conditions, the Fund seeks to maximize total return by investing at least 80% of its Managed Assets in a broad range of equity and fixed income securities of both U.S. and foreign issuers. The Fund’s investment approach is designed to offer the potential for total return performance similar to that of the S&P 500 Index over the long term. The Fund will vary its allocation between equity and fixed income securities depending on ClearBridge’s view of economic, market and political conditions, fiscal and monetary policy and security valuation. |
General | |
Security Type | Closed-End Fund |
Equity Style | Large Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Moderately Aggressive Allocation |
Category Index | Morningstar Mod Agg Tgt Risk TR USD |
Global Category Name | Aggressive Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | Franklin Templeton Investments |
Prospectus Benchmark Index | |
Bloomberg US Agg Bond TR USD | 35.00% |
S&P 500 TR USD | 65.00% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Chia-Liang Lian | 0.08 yrs |
Christopher Kilpatrick | 0.08 yrs |
Mark Lindbloom | 0.08 yrs |
Michael Buchanan | 0.08 yrs |
Ryan Brist | 0.08 yrs |
Performance Versus Category
As of April 22, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 22, 2024.
Basic Info
Investment Strategy | |
The Fund’s investment objective is total return with an emphasis on income. Under normal market conditions, the Fund seeks to maximize total return by investing at least 80% of its Managed Assets in a broad range of equity and fixed income securities of both U.S. and foreign issuers. The Fund’s investment approach is designed to offer the potential for total return performance similar to that of the S&P 500 Index over the long term. The Fund will vary its allocation between equity and fixed income securities depending on ClearBridge’s view of economic, market and political conditions, fiscal and monetary policy and security valuation. |
General | |
Security Type | Closed-End Fund |
Equity Style | Large Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Moderately Aggressive Allocation |
Category Index | Morningstar Mod Agg Tgt Risk TR USD |
Global Category Name | Aggressive Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | Franklin Templeton Investments |
Prospectus Benchmark Index | |
Bloomberg US Agg Bond TR USD | 35.00% |
S&P 500 TR USD | 65.00% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Chia-Liang Lian | 0.08 yrs |
Christopher Kilpatrick | 0.08 yrs |
Mark Lindbloom | 0.08 yrs |
Michael Buchanan | 0.08 yrs |
Ryan Brist | 0.08 yrs |