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 | 0.32% | |||
| Dividend | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.08% | |||
| Asset Allocation | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.33% | |||
| Stock | 98.67% | |||
| U.S. Stock | 96.22% | |||
| Non-U.S. Stock | 2.45% | |||
| 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 | -2.81% | |||
| 30-Day Total Return | 0.08% | |||
| 60-Day Total Return | -0.89% | |||
| 90-Day Total Return | -0.65% | |||
| Year to Date Total Return | 8.68% | |||
| 1-Year Total Return | 8.39% | |||
| 2-Year Total Return | 25.14% | |||
| 3-Year Total Return | 43.45% | |||
| 5-Year Total Return | 45.96% | |||
| 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 | $26.94 | |||
| 1-Month Low NAV | $26.94 | |||
| 1-Month High NAV | $29.04 | |||
| 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 |
Click to Compare |
Click to Compare |
| Beta | 1.01 | |||
| Standard Deviation | 13.63 | |||
| Balance Sheet | LCISX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 99.13M | |||
| 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% | |||