LCISX : ClearBridge Sustainability Leaders Fund Class I

LCISX is a US Stocks Market Large Growth with MODERATE fees.

LCISX

ClearBridge Sustainability Leaders Fund Class I

FI Score

36 /100

Expense Ratio Rating

8 /10

Expense Rating

2 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

36% FI Score
  • lcisx
  • Mutual Fund
  • US Stocks
  • Large Growth

ClearBridge Sustainability Leaders Fund Class I

Expenses: 0.78% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital growth. Under normal circumstances, the fund seeks to meet its investment objective by investing substantially all of its assets in common stocks and other equity securities that meet its financial and sustainability/environmental, social and governance ("ESG") criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in sustainability and ESG policies. The fund is non-diversified.

Largest Holdings

Amount Holding
6.04% Microsoft Corp
5.64% Apple Inc
3.16% Costco Wholesale Corp
2.84% Alphabet Inc A
2.83% Progressive Corp
2.80% Merck & Co Inc
2.60% Ball Corp
2.57% Danaher Corp
2.41% Unilever NV ADR
2.31% Equinix Inc
2.29% The Home Depot Inc
2.29% Nike Inc B
2.19% Biomarin Pharmaceutical Inc
2.12% Bank of America Corp
2.10% Becton, Dickinson and Co
2.09% Gilead Sciences Inc
2.02% Lam Research Corp
1.91% Visa Inc Class A
1.91% Hasbro Inc
1.90% NextEra Energy Inc
1.87% The Walt Disney Co
1.84% Starbucks Corp
1.84% Automatic Data Processing Inc
1.82% The Hain Celestial Group Inc
1.81% Ecolab Inc

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