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Morningstar

ClearBridge Sustainability Leaders IS LCILX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 25.08  /  +1.13 %
  • Total Assets 116.6 Mil
  • 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 1.0 Mil
  • Status Open
  • TTM Yield 0.69%
  • Turnover 41%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis LCILX

Will LCILX 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 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LCILX

More LCILX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.28 10.2 Mil
Technology

Apple Inc

4.34 5.4 Mil
Technology

JPMorgan Chase & Co

4.06 5.0 Mil
Financial Services

Eaton Corp PLC

3.72 4.6 Mil
Industrials

Alphabet Inc Class A

3.45 4.3 Mil
Communication Services

Costco Wholesale Corp

2.90 3.6 Mil
Consumer Defensive

The Home Depot Inc

2.44 3.0 Mil
Consumer Cyclical

Trane Technologies PLC Class A

2.35 2.9 Mil
Industrials

The Hartford Financial Services Group Inc

2.12 2.6 Mil
Financial Services

Danaher Corp

2.11 2.6 Mil
Healthcare