ClearBridge Sustainability Leaders Fund Class I
LCISX
NASDAQ
| Weiss Ratings | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Mary Jane McQuillen (10), Benedict Buckley (0), Dimitry Dayen (0) | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | ClearBridge Sustainability Leaders Fund Class I | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 31, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.38% | |||
| Dividend | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.40% | |||
| Asset Allocation | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.63% | |||
| Stock | 99.38% | |||
| U.S. Stock | 96.49% | |||
| Non-U.S. Stock | 2.89% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 3.57% | |||
| 30-Day Total Return | 1.34% | |||
| 60-Day Total Return | -2.46% | |||
| 90-Day Total Return | -6.52% | |||
| Year to Date Total Return | -4.00% | |||
| 1-Year Total Return | 4.10% | |||
| 2-Year Total Return | 23.74% | |||
| 3-Year Total Return | 21.03% | |||
| 5-Year Total Return | 85.95% | |||
| Price | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $24.91 | |||
| 1-Month Low NAV | $21.83 | |||
| 1-Month High NAV | $24.91 | |||
| 52-Week Low NAV | $21.83 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $28.72 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.00 | |||
| Standard Deviation | 17.04 | |||
| Balance Sheet | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 95.01M | |||
| Operating Ratios | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.85% | |||
| Turnover Ratio | 47.00% | |||
| Performance | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 14.32% | |||
| Last Bear Market Total Return | -16.59% | |||