Morningstar

ClearBridge Sustainability Leaders Fund Class FI LCSTX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $29.91  /  −0.57 %
  • Fund Size $93.1M
  • Adjusted Expense Ratio 1.200%
  • Net Expense Ratio 1.140%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.01%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis LCSTX

Will LCSTX 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 LCSTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LCSTX 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 LCSTX’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 FI 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 LCSTX

More LCSTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.05 9M
Technology

Apple Inc

7.73 7M
Technology

Alphabet Inc Class A

4.93 5M
Communication Services

Amazon.com Inc

4.53 4M
Consumer Cyclical

Microsoft Corp

4.35 4M
Technology

Johnson & Johnson

3.67 3M
Healthcare

JPMorgan Chase & Co

2.95 3M
Financial Services

Advanced Micro Devices Inc

2.59 2M
Technology

Danaher Corp

2.34 2M
Healthcare

Palo Alto Networks Inc

2.17 2M
Technology

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