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Managed Fund Since 2024
Equity
LCISX ClearBridge Sustainability Leaders Fund
Popular Documents
Overview
Fund Facts
Fund description
Invests in the equity securities of companies that meet the managers' financial and sustainability/environmental, social and governance (ESG) criteria, or that the managers believe are making substantial progress toward becoming a leader in sustainability and ESG policies, with the goal of achieving long-term capital growth. The managers take a broad view of sustainability, including companies that practice environmental stewardship, treat their employees fairly, manage its supply chain responsibly and employ corporate governance practices that are transparent and shareholder-friendly. ClearBridge may also invest in companies that offer product and services that have a positive impact on society, and looks for companies that go beyond doing relatively less harm but also offer solutions to address the negative impact of less responsible companies. ClearBridge brings over 30 years of ESG investing experience to the Fund, resulting in ESG analysis that is fully integrated into the overall security selection research. In addition, shareholder engagement is an integral part of the leadership review; the managers intend to directly engage with management to seek to improve in certain areas as identified by them.
- Benchmark
- Russell 3000 Index
- Fund Inception Date
- 03/31/2015
- Dividend Frequency, if any
- Annually
- Portfolio Turnover
- 47%
Identifiers
- Ticker
- LCISX
- Fund Number
- 7166
- CUSIP Code
- 52469C702
Average Annual Total Returns As of 11/30/2025
Class I
- 8.04%1 Year
- 11.84%3 Years
- 9.11%5 Years
- 13.07%10 Years
- 12.19%Since Inception
03/31/2015
Performance data quoted represents past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the figures shown.
Top Sectors
As of 11/30/2025 Equity as a % of Total (Updated Monthly)
Information Technology31.60% | |
Financials12.73% | |
Industrials12.57% | |
Health Care9.99% | |
Consumer Discretionary9.84% |
Additional Fund Info
- Share Class Inception Date
- 03/31/2015
- Investment Style
- Multi Cap
- Lipper Classification
- Multi-Cap Core Funds
- Morningstar Category
5 - Large Blend
Manager and Commentary
About the Team
ClearBridge Investments
ClearBridge Investments is a well-established global investment manager focusing on proprietary research and fundamental investing. With over 60 years of experience building portfolios for clients seeking income solutions, high active share or low-volatility, long-tenured portfolio managers provide strong leadership in a centralized investment structure.
Commentary Highlights
September 30, 2025- Markets: The third quarter continued the sharp post-Liberation Day rebound for U.S. equity markets, with animal spirits driving the benchmark Russell 3000 Index to record highs. Investor optimism was fueled by better-than-feared tariff outcomes, the passing of the One Big Beautiful Bill Act in July, the Federal Reserve delivering a 25 basis point cut in September and signaling further easing and continued appetite for AI-driven investment.
- Contributors: The Fund’s financials holdings were strong relative contributors, in particular financial services companies like Morgan Stanley and BlackRock.
- Detractors: Stock selection in the IT (in particular software), consumer discretionary and industrials sectors detracted.
- Outlook: With broad expectations for a continued soft landing for the U.S. economy, we continue to construct our portfolio on a bottom-up basis, focusing on long-term compounders with leading sustainability characteristics that we can buy at attractive valuations
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Managed Fund Since 2024
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Managed Fund Since 2015
Latest ClearBridge Insights
December 8, 2025
December 5, 2025
December 2, 2025
Performance
Average Annual Total Returns
As of 11/30/2025
Selected Month November 2025
Class I - With Sales Charge (POP) (%)
Month End
As of 11/30/2025
Class I - Without Sales Charge (NAV) (%)
Month End
As of 11/30/2025
Russell 3000 Index (%)
Month End
As of 11/30/2025
Performance data quoted represents past performance, which does not guarantee future results. Current performance may be lower or higher than the figures shown. Principal value and investment returns will fluctuate, and investors' shares, when redeemed, may be worth more or less than the original cost. Performance would have been lower if fees had not been waived in various periods. Total returns assume the reinvestment of all distributions and the deduction of all Fund expenses. Returns with sales charge reflect a deduction of the stated maximum sales charge. Returns without sales charge would have been lower had sales charges been reflected. An investor cannot invest directly in an index, and unmanaged index returns do not reflect any fees, expenses or sales charges. Returns for periods of less than one year are not annualized.
Ratings 5
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Portfolio
Assets
As of11/30/2025 (Updated Monthly)
- Total Net Assets
- $99.13 Million
Positions
As of 11/30/2025 (Updated Monthly)
Number of Holdings
- Fund
- 59
- Benchmark
- 2,961
Portfolio Statistics
As of 11/30/2025 (Updated Monthly)
Price to Earnings (12-Month Forward)
- Fund
- 26.52x
- Benchmark
- 24.14x
- Fund
- $346.21 Billion
- Benchmark
- $269.44 Billion
- Fund
- $1,181.42 Billion
- Benchmark
- $1,203.57 Billion
- Fund
- 31.19x
- Benchmark
- 26.81x
- Fund
- 10.63x
- Benchmark
- 5.74x
Market Capitalization Allocation
As of 11/30/2025 % of Equity (Updated Monthly)
| Market Capitalization | Fund |
|---|---|
| <10 Billion | 6.40% |
| 10-50 Billion | 9.42% |
| 50-250 Billion | 31.52% |
| 250-500 Billion | 14.11% |
| >500 Billion | 38.55% |
Holdings
As of 11/30/2025 (Updated Monthly)
Microsoft Corp
Apple Inc.
NVIDIA Corp.
Broadcom Inc.
Amazon.Com, Inc.
Alphabet Inc. Class A
JPMorgan Chase & Co.
Johnson & Johnson
Netflix Inc
Bank Of America Corp
Portfolio holdings are based on the total portfolio and are subject to change at any time. Holdings are provided for informational purposes only and should not be construed as a recommendation to purchase or sell any security.
Distributions & Tax
- Distribution Frequency
- AnnuallyThis fund is an ex-Dividend fund
- Capital Gain Distributions
- December
Final composition of the current year’s distribution—income, capital gains and/or return of capital—are based on US tax rules and will be determined by February of the following year. For tax characterization of a distribution, such as return of capital and tax-exempt income, click on the “Tax Information” tab above.
Distributions Per Share
12/10/2025
Annually, a fund must distribute all realized capital gains net of realized losses, so the fund will not be subject to an entity level income tax. A fund’s capital gain distribution in a particular year may be a result of the disposition of holdings that appreciated in value during prior years. Thus, while the fund may gain or lose value over the course of a year, a capital gain distribution paid by the fund may not be indicative of current performance of the fund.
The distributable amount of net capital gains are paid on a per-share basis to all investors who hold shares of the fund on the record date of the distribution and are recognized by the shareholder for tax purposes as of the ex-date of the distribution, regardless of when the gains or losses arose in the fund. Net gains on holdings held long term by the fund would be distributed to shareholders as a long-term capital gain distribution no matter how long the shareholder has owned shares in the fund.
Refer to the fund’s annual report or statement of additional information for specific information regarding distributions.
Pricing
Documents
Fund Literature
| Name | Download | Add to Cart | |
|---|---|---|---|
| Factsheet - ClearBridge Sustainability Leaders Fund | |||
| Product Commentary - ClearBridge Sustainability Leaders Fund |
Regulatory Documents
| Name | Download | Add to Cart | |
|---|---|---|---|
| Annual Report - ClearBridge Sustainability Leaders Fund - Class I | |||
| Annual Financial Statements and Other Information - ClearBridge Sustainability Leaders Fund | |||
| Semi-Annual Report - ClearBridge Sustainability Leaders Fund Class I | |||
| Semiannual Financial Statements and Other Information - ClearBridge Sustainability Leaders Fund | |||
| Prospectus - ClearBridge Sustainability Leaders Fund | |||
| Summary Prospectus - ClearBridge Sustainability Leaders Fund | |||
| Statement of Additional Information - Legg Mason Partners Investment Trust Book 24 | |||
| Fiscal Q1 Holdings - ClearBridge Sustainability Leaders Fund | |||
| Fiscal Q3 Holdings - ClearBridge Sustainability Leaders Fund |
Risks
All investments involve risks, including possible loss of principal. Equity securities are subject to price fluctuation and possible loss of principal. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks. International investments are subject to special risks, including currency fluctuations and social, economic and political uncertainties, which could increase volatility. These risks are magnified in emerging markets. The portfolio is non-diversified and may invest in a relatively small number of issuers, which may negatively impact the fund's performance and result in greater fluctuation in the value of the fund's shares. The managers’ environmental, social and governance (ESG) strategies may limit the types and number of investments available and, as a result, may forgo favorable market opportunities or underperform strategies that are not subject to such criteria. There is no guarantee that the strategy's ESG directives will be successful or will result in better performance. These and other risks are discussed in the fund’s prospectus. These and other risks are discussed in the fund’s prospectus.
Important Information
Most funds offer multiple share classes. Share classes are subject to different fees and expenses, which will affect their performance.
Certain share classes are only offered to eligible investors as stated in the prospectus. Different minimums may apply to clients of certain service agents. All classes of shares are not available through all distribution channels. See the Fund's prospectus for additional information.
Franklin Distributors, LLC. Member FINRA, SIPC. All entities mentioned are Franklin Templeton affiliated companies. Investment Products: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.
Reports and other information about the funds are available on the EDGAR Database on the SEC's Internet site at www.sec.gov.
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Important data provider notices and terms available at www.franklintempletondatasources.com.
Performance data quoted represents past performance, which does not guarantee future results.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
Indexes are unmanaged and one cannot invest directly in an index. They do not reflect any fees, expenses or sales charges.
The Russell 3000 Index measures the performance of the 3,000 largest U.S. companies based on total market capitalization.
Source: FTSE.
Investors should carefully consider a fund's investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.