ClearBridge Sustainability Leaders I 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.
ClearBridge Sustainability Leaders Fund Class I LCISX
- NAV / 1-Day Return 29.73 / −1.95 %
- Total Assets 95.7M
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.850%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.26%
- Turnover 44%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 3:03 AM GMT+0
Morningstar’s Analysis LCISX
Will LCISX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LCISX 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 LCISX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.12 | 8M | Technology |
Alphabet Inc Class A | 5.67 | 5M | Communication Services |
Apple Inc | 5.45 | 5M | Technology |
Amazon.com Inc | 4.95 | 5M | Consumer Cyclical |
Microsoft Corp | 4.53 | 4M | Technology |
Johnson & Johnson | 3.27 | 3M | Healthcare |
Broadcom Inc | 3.23 | 3M | Technology |
JPMorgan Chase & Co | 2.87 | 3M | Financial Services |
Netflix Inc | 2.17 | 2M | Communication Services |
TJX Companies Inc | 2.08 | 2M | Consumer Cyclical |
United States