Nasdaq - Delayed Quote USD

ClearBridge Sustainability Leaders Fund (LCISX)

26.87 +0.14 (+0.52%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 26.73
  • YTD Return 13.70%
  • Expense Ratio 0.85%
  • Category Large Blend
  • Last Cap Gain -4.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 121.22M
  • Beta (5Y Monthly) 1.02
  • Yield 0.55%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend 0.15
  • Inception Date Jun 3, 2022

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.

Franklin Templeton Investments

Fund Family

Large Blend

Fund Category

121.22M

Net Assets

2022-06-03

Inception Date

Performance Overview: LCISX

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Trailing returns as of 10/31/2024. Category is Large Blend.

YTD Return

LCISX
13.70%
Category
5.31%
?

1-Year Return

LCISX
28.08%
Category
20.31%
?

3-Year Return

LCISX
5.51%
Category
6.48%
?

5-Year Return

LCISX
14.15%
Category
11.78%
?

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Holdings: LCISX

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Top 10 Holdings (36.27% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 7.77%
AAPL
Apple Inc. 5.54%
JPM
JPMorgan Chase & Co. 4.09%
GOOGL
Alphabet Inc. 3.62%
AMZN
Amazon.com, Inc. 3.19%
AVGO
Broadcom Inc. 2.53%
HD
The Home Depot, Inc. 2.47%
NVDA
NVIDIA Corporation 2.39%
ETN
Eaton Corporation plc 2.36%
UNH
UnitedHealth Group Incorporated 2.31%

Sector Weightings

Recent News: LCISX

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Research Reports: LCISX

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