Morningstar

ClearBridge Sustainability Leaders Fund Class IS LCILX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 30.49  /  +1.03 %
  • Total Assets 94.8M
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.35%
  • Turnover 44%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:53 AM GMT+0

Morningstar’s Analysis LCILX

Will LCILX outperform in the 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 LCILX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LCILX 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 LCILX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ClearBridge Sustainability Leaders IS holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LCILX

More LCILX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.68 8M
Technology

Apple Inc

7.30 7M
Technology

Alphabet Inc Class A

4.83 5M
Communication Services

Amazon.com Inc

4.69 5M
Consumer Cyclical

Microsoft Corp

4.27 4M
Technology

Johnson & Johnson

3.66 4M
Healthcare

JPMorgan Chase & Co

3.15 3M
Financial Services

Danaher Corp

2.24 2M
Healthcare

Visa Inc Class A

2.10 2M
Financial Services

Palo Alto Networks Inc

2.07 2M
Technology

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