Nasdaq - Delayed Quote USD

ClearBridge Sustainability Leaders Fund (LCISX)

26.87 +0.14 (+0.52%)
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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 37.79%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

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

Risk Statistics

3 Years5 Years10 Years
LCISXCategory AverageLCISXCategory AverageLCISXCategory Average
Alpha -5.96 -0.01 -1.05 -0.01 -- -0.01
BETA 1.02 0.01 0.96 0.01 -- 0.01
Mean Annual Return 0.58 0.01 1.24 0.01 -- 0.01
R-squared 95.52 0.94 93.86 0.95 -- 0.95
Standard Deviation 18.18 0.17 17.76 0.19 -- 0.15
Sharpe Ratio 0.18 0 0.7 0.01 -- 0.01
Treynor Ratio 1.61 0.03 12.2 0.1 -- 0.1

Related Tickers