Nasdaq - Delayed Quote USD

ClearBridge Sustainability Leaders A (CLSUX)

26.50 +0.13 (+0.49%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.08%
5y Average Return 12.88%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Oct 31, 2024) 37.39%
Worst 1Y Total Return (Oct 31, 2024) --
Best 3Y Total Return 37.39%
Worst 3Y Total Return 4.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLSUX
Category
YTD
13.48%
5.31%
1-Month
1.51%
-4.19%
3-Month
4.74%
3.90%
1-Year
27.76%
20.31%
3-Year
5.20%
6.48%
5-Year
13.80%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
26.40%
25.56%
Last Bear Market
-16.68%
-15.11%

Annual Total Return (%) History

Year
CLSUX
Category
2024
--
--
2023
16.21%
22.32%
2022
-21.19%
-16.96%
2021
24.20%
26.07%
2020
35.39%
15.83%
2019
37.39%
28.78%
2018
-2.77%
-6.27%
2017
20.99%
20.44%

2016
5.62%
10.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.93% -0.54% 4.74% --
2023 5.07% 4.22% -5.74% 12.59%
2022 -8.90% -16.68% -2.68% 6.69%
2021 4.80% 5.80% 0.00% 12.02%
2020 -15.00% 19.67% 12.70% 18.10%
2019 13.58% 6.57% 3.95% 9.20%
2018 -0.57% 3.11% 8.49% -12.58%
2017 5.77% 3.23% 3.40% 7.16%
2016 -0.72% -1.45% 4.63% 3.18%

Rank in Category (By Total Return)

YTD 92
1-Month 74
3-Month 79
1-Year 83
3-Year 96
5-Year 66

Load Adjusted Returns

1-Year 20.73%
3-Year 3.23%
5-Year 12.52%
10-Year --

Performance & Risk

YTD Return 11.08%
5y Average Return 12.88%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Franklin Templeton Investments
Net Assets 121.22M
YTD Return 13.48%
Yield 0.35%
Morningstar Rating
Inception Date Jun 03, 2022

Fund Summary

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.

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