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ClearBridge Sustainability Leaders FI LCSTX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 26.03  /  +0.85 %
  • Total Assets 123.0 Mil
  • Adj. Expense Ratio
    1.200%
  • 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

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Portfolio Holdings LCSTX

  • 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