Nasdaq - Delayed Quote USD
ClearBridge Sustainability Leaders Fund (LCISX)
At close: 8:00 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- CommonWealth PPS
- Fidelity Institutional FundsNetwork
- Raymond James
- CommonWealth Universe
- DailyAccess Corporation FRIAG
- Securities America Inc.
- DailyAccess Corporation Matrix
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.
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 |
Performance & Risk
| YTD Return | 11.33% |
| 5y Average Return | 13.23% |
| Rank in Category (ytd) | 92 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
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