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ClearBridge Sustainability Leaders Fund (LCISX)
At close: 8:00 PM EDT
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.
ClearBridge Sustainability Leaders Fund
New York, NY 10041
620 EIGHTH AVENUE, 49TH FLOOR
Fund Overview
| Category | Large Blend |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 121.22M |
| YTD Return | 13.70% |
| Yield | 0.55% |
| Morningstar Rating | |
| Inception Date | Jun 03, 2022 |
Fund Operations
| Last Dividend | 0.15 |
| Last Cap Gain | -4.00 |
| Holdings Turnover | 41.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | LCISX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.85% | 0.78% |
| Prospectus Net Expense Ratio | 0.85% | -- |
| Prospectus Gross Expense Ratio | 0.97% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | -- |
| Max Deferred Sales Load | -- | -- |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Derek J. Deutsch, Lead Manager since March 31, 2015
Derek co-manages the Mid Cap, Mid Cap Growth, SMID Cap Growth and Sustainability Leaders Strategy products. Derek has 21 years of investment industry experience. He joined a predecessor organization in 1999, and spent six years as an equity research analyst responsible for the health care sector.
Prior to joining the firm, Derek worked as a special assistant at the U.S. Department of Health and Human Services in Washington, D.C., and also as a journalist covering health care policy for the American Political Network.
Derek earned a BA from Brown University and an MBA from Georgetown University. He is a member of the CFA Institute and of the CFA Society New York. Morningstar Style Box
Morningstar Category
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