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Morningstar

ClearBridge Sustainability Leaders A CLSUX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 22.02  /  0.32 %
  • Total Assets 159.0 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.200%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.07%
  • Turnover 30%

USD | NAV as of Jun 08, 2023 | 1-Day Return as of Jun 08, 2023, 10:11 PM GMT+0

Morningstar’s Analysis CLSUX

Will CLSUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CLSUX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CLSUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CLSUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

ClearBridge Sustainability Leaders A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CLSUX

More CLSUX Holdings
  • Current Portfolio Date
  • Equity Holdings 54
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.05
9,614,805
Technology

Apple Inc

5.75
7,844,293
Technology

UnitedHealth Group Inc

2.69
3,676,750
Healthcare

Costco Wholesale Corp

2.58
3,517,840
Consumer Defensive

JPMorgan Chase & Co

2.43
3,309,874
Financial Services

Alphabet Inc Class A

2.34
3,186,586
Communication Services

Eaton Corp PLC

2.27
3,099,541
Industrials

Visa Inc Class A

2.20
3,003,127
Financial Services

Deere & Co

2.20
2,997,509
Industrials

Booking Holdings Inc

2.10
2,864,603
Consumer Cyclical