About LCSTX
ClearBridge Sustainability Leaders Fund Class FI is an actively managed mutual fund focused on investing in equity securities of companies that meet rigorous financial and sustainability standards. The fund targets firms that either exemplify leadership in environmental, social, and governance (ESG) practices or are making significant strides toward improving their sustainability profiles. ClearBridge applies a comprehensive definition of sustainability, selecting companies engaged in environmental stewardship, responsible supply chain management, fair employee treatment, and transparent governance. Additionally, the fund seeks firms whose products and services deliver positive societal impacts, favoring those that not only minimize harm but actively contribute solutions to global challenges. The portfolio spans a diverse array of sectors, including information technology, financials, consumer discretionary, healthcare, and industrials, with notable holdings in major U.S. corporations. Managed by a team with decades of ESG investing experience, the fund integrates sustainability research into its investment decisions and prioritizes shareholder engagement as part of its strategy, reflecting its commitment to fostering long-term capital growth through responsible investing practices.
Fund Family Franklin Templeton Investments
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol LCSTX
Share Class Class Fi
Index Russell 3000 TR
LCSTX had a total return of 10.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.05%.