Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
ClearBridge Sustainability Leaders FI LCSTX
- NAV / 1-Day Return 26.03 / +0.85 %
- Total Assets 123.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.200%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 0.11%
- Turnover 41%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0
Morningstar’s Analysis LCSTX
Will LCSTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.76 | 10.2 Mil | Technology |
Apple Inc | 6.29 | 7.3 Mil | Technology |
JPMorgan Chase & Co | 3.72 | 4.3 Mil | Financial Services |
Eaton Corp PLC | 3.09 | 3.6 Mil | Industrials |
Alphabet Inc Class A | 2.95 | 3.4 Mil | Communication Services |
Costco Wholesale Corp | 2.85 | 3.3 Mil | Consumer Defensive |
Booking Holdings Inc | 2.40 | 2.8 Mil | Consumer Cyclical |
The Home Depot Inc | 2.38 | 2.8 Mil | Consumer Cyclical |
UnitedHealth Group Inc | 2.36 | 2.8 Mil | Healthcare |
Visa Inc Class A | 2.15 | 2.5 Mil | Financial Services |