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ClearBridge Sustainability Leaders A (CLSUX)
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
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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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