Clearbridge Sustainability Fund Quote
| LCISX Fund | USD 27.51 0.19 0.70% |
PerformanceSolid
| Odds Of DistressLow
|
Clearbridge Sustainability is trading at 27.51 as of the 23rd of July 2025; that is 0.70 percent increase since the beginning of the trading day. The fund's open price was 27.32. Clearbridge Sustainability has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
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 sustainabilityenvironmental, social and governance criteria. More on Clearbridge Sustainability
Moving together with Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Large Blend, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Clearbridge Sustainability [LCISX] is traded in USA and was established 23rd of July 2025. Clearbridge Sustainability is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Franklin Templeton Investments family. This fund now has accumulated 163.38 M in assets with no minimum investment requirementsClearbridge Sustainability is currently producing year-to-date (YTD) return of 4.51% with the current yeild of 0.0%, while the total return for the last 3 years was 12.3%.
Check Clearbridge Sustainability Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Sustainability Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clearbridge Sustainability Mutual Fund Constituents
| MSFT | Microsoft | Stock | Information Technology | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TREX | Trex Company | Stock | Industrials | |
| BAC | Bank of America | Stock | Financials | |
| MS | Morgan Stanley | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| TT | Trane Technologies plc | Stock | Industrials | |
| GILD | Gilead Sciences | Stock | Health Care |
Clearbridge Sustainability Risk Profiles
| Mean Deviation | 0.6151 | |||
| Semi Deviation | 0.3923 | |||
| Standard Deviation | 0.8726 | |||
| Variance | 0.7614 |
Clearbridge Sustainability Against Markets
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Sustainability financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Sustainability security.
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