ClearBridge Sustainability Leaders Fund Class I
LCISX
NASDAQ
| Weiss Ratings | LCISX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | LCISX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Mary Jane McQuillen (11), Benedict Buckley (1), Dimitry Dayen (1) | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | LCISX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 0.29% | |||
| Dividend | LCISX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.08% | |||
| Asset Allocation | LCISX-NASDAQ | Click to Compare |
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| Cash | 3.25% | |||
| Stock | 96.75% | |||
| U.S. Stock | 92.83% | |||
| Non-U.S. Stock | 3.92% | |||
| 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 |
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| 7-Day Total Return | 1.83% | |||
| 30-Day Total Return | -3.64% | |||
| 60-Day Total Return | -3.29% | |||
| 90-Day Total Return | -2.73% | |||
| Year to Date Total Return | -2.41% | |||
| 1-Year Total Return | 19.30% | |||
| 2-Year Total Return | 14.38% | |||
| 3-Year Total Return | 36.50% | |||
| 5-Year Total Return | 33.15% | |||
| Price | LCISX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $26.70 | |||
| 1-Month Low NAV | $25.72 | |||
| 1-Month High NAV | $27.79 | |||
| 52-Week Low NAV | $21.83 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $29.13 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | LCISX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 12.85 | |||
| Balance Sheet | LCISX-NASDAQ | Click to Compare |
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| Total Assets | 88.72M | |||
| Operating Ratios | LCISX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.85% | |||
| Turnover Ratio | 44.00% | |||
| Performance | LCISX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.32% | |||
| Last Bear Market Total Return | -16.59% | |||