Nasdaq - Delayed Quote USD

ClearBridge Sustainability Leaders A (CLSUX)

26.50 +0.13 (+0.49%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 26.37
  • YTD Return 13.48%
  • Expense Ratio 1.20%
  • Category Large Blend
  • Last Cap Gain -4.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 121.22M
  • Beta (5Y Monthly) 1.02
  • Yield 0.35%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend 0.09
  • Inception Date Jun 3, 2022

Under normal circumstances, the fund seeks to meet its investment objective by investing substantially all of its assets in common stocks and other equity securities that meet its financial and sustainability/environmental, social and governance ("ESG") criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in sustainability and ESG policies. The fund is non-diversified.

Franklin Templeton Investments

Fund Family

Large Blend

Fund Category

121.22M

Net Assets

2022-06-03

Inception Date

Performance Overview: CLSUX

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Trailing returns as of 10/31/2024. Category is Large Blend.

YTD Return

CLSUX
13.48%
Category
5.31%
?

1-Year Return

CLSUX
27.76%
Category
20.31%
?

3-Year Return

CLSUX
5.20%
Category
6.48%
?

5-Year Return

CLSUX
13.80%
Category
11.78%
?

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Holdings: CLSUX

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Top 10 Holdings (36.27% of Total Assets)

SymbolCompany% Assets
MSFT
MSFT 7.77%
AAPL
AAPL 5.54%
JPM
JPM 4.09%
GOOGL
GOOGL 3.62%
AMZN
AMZN 3.19%
AVGO
AVGO 2.53%
HD
HD 2.47%
NVDA
NVDA 2.39%
ETN
ETN 2.36%
UNH
UNH 2.31%

Sector Weightings

Recent News: CLSUX

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Research Reports: CLSUX

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