ClearBridge Sustainability Leaders Fund Class A (CLSUX)

Fund Assets	95.25M
Expense Ratio	1.20%
Min. Investment	$1,000
Turnover	44.00%
Dividend (ttm)	1.23
Dividend Yield	3.80%
Dividend Growth	-16.25%
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	30.46
YTD Return	11.88%
1-Year Return	15.30%
5-Year Return	39.91%
52-Week Low	25.37
52-Week High	30.61
Beta (5Y)	0.91
Holdings	63
Inception Date	Nov 2, 2015

About CLSUX

ClearBridge Sustainability Leaders Fund Class A is a mutual fund that focuses on long-term capital growth by investing primarily in U.S. common stocks and equity securities that meet rigorous financial and environmental, social, and governance (ESG) criteria. Leveraging over 30 years of experience in ESG investing, the fund integrates sustainability analysis deeply into its security selection process, targeting companies that are established or emerging leaders in sustainability practices. The fund typically holds around 60 stocks and invests across various sectors, including technology, financials, and healthcare, with top holdings like Microsoft, Apple, and Amazon. It aims to blend traditional financial metrics with sustainability factors, positioning itself in the large-cap blend category with a focus on responsible investing. Since its inception in 2015, it has delivered notable returns while maintaining a commitment to ESG principles, standing out for its low ESG risk relative to peers and a strong sustainability rating. This fund plays an important role in providing investors with exposure to companies that prioritize sustainable business practices within the broader equity market.

• Fund Family: Franklin Templeton Investments
• Category: Large Blend
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: CLSUX
• Share Class: Class A
• Index: Russell 3000 TR

Performance

CLSUX had a total return of 15.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.27%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FULVX	Fidelity	Fidelity U.S. Low Volatility Equity Fund	0.70%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LCILX	Class Is	0.75%
LCISX	Class I	0.85%
LCSTX	Class Fi	1.20%
CBSLX	Class R	1.45%

Top 10 Holdings

40.22% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	7.89%
Apple Inc.	AAPL	6.17%
Alphabet Inc.	GOOGL	5.10%
Amazon.com, Inc.	AMZN	4.31%
Johnson & Johnson	JNJ	3.50%
Microsoft Corporation	MSFT	3.15%
JPMorgan Chase & Co.	JPM	2.90%
Broadcom Inc.	AVGO	2.86%
Palo Alto Networks, Inc.	PANW	2.17%
United Rentals, Inc.	URI	2.16%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2025	$1.22553	Dec 11, 2025
Dec 12, 2024	$1.46324	Dec 12, 2024
Dec 13, 2023	$0.09297	Dec 13, 2023
Dec 13, 2022	$0.02935	Dec 13, 2022
Dec 3, 2021	$0.2948	Dec 3, 2021
Dec 4, 2020	$0.84077	Dec 4, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 19, 2026

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