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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
- 44%
Identifiers
- Ticker
- LCISX
- Fund Number
- 7166
- CUSIP Code
- 52469C702
Average Annual Total Returns As of 05/31/2026
Class I
- 21.54%1 Year
- 15.78%3 Years
- 7.95%5 Years
- 14.17%10 Years
- 12.46%Since Inception
03/31/2015
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.
Top Sectors
As of 05/31/2026 % of Total (Updated Monthly)
Information Technology35.34% | |
Industrials11.37% | |
Financials11.09% | |
Health Care9.42% | |
Consumer Discretionary9.07% |
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 is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, and income. ClearBridge manages diversified, high-conviction portfolios through collaborative fundamental research to meet the needs of some of the world's largest asset owners and financial intermediary platforms. We invest as long-term, risk-aware business owners and seek to deliver consistency of process and performance for our clients through market cycles. A focus on durability drives everything we do; from the business models of the companies we own, to the holding periods of our portfolios, to the stability and longevity of our investment professionals.
Commentary Highlights
March 31, 2026- Markets: Most major equity indexes declined in the first quarter as concerns over rising AI capex at hyperscalers, inklings of AI disruption in software, stress in private credit and a shock to energy prices from the war in the Middle East outweighed a nascent rally for cyclical stocks. The Russell 3000 Index fell 4.0%, with a rotation in leadership dragging the information technology (IT) sector down 9.1% while the energy sector rallied 38.4%.
- Contributors: Stock selection in health care, industrials and real estate and overweights to materials and industrials proved beneficial.
- Detractors: Stock selection in the IT sector and a lack of energy (oil and gas) holdings detracted.
- Outlook: We favor physical assets and remain overweight industrials and materials, where we see compelling opportunities driven by secular tailwinds such as the buildout of data center and electricity infrastructure, US reshoring trends and lower AI disruption risk.
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Managed Fund Since 2024
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Managed Fund Since 2015
Latest ClearBridge Insights
June 10, 2026
June 3, 2026
May 27, 2026
Performance
Calendar Year Returns
As of 05/31/2026
Class I - With Sales Charge (POP) (%)
Class I - Without Sales Charge (NAV) (%)
Russell 3000 Index (%)
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 6
©2026 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
Distributions & Tax
Pricing
Daily Fund Prices
Documents
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 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
Total Returns include change in share price, assume reinvestment of all distributions, and reflect the deduction of fund expenses and applicable fees. Total returns, distribution rate, and yields reflect any applicable expense reductions and fee waivers; without these reductions, the results would have been lower.
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.
Most funds offer multiple share classes. Share classes are subject to different fees and expenses, which will affect their performance.
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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.
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.
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.
The Russell 3000 Index measures the performance of the 3,000 largest U.S. companies based on total market capitalization.
Source: FTSE.