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, Inc
Category Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CLSUX
Share Class Class A
Index Russell 3000 TR
CLSUX had a total return of 11.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.99%.
