Overview
Product Facts
Strategy Description
The ClearBridge Value ESG Catholic Portfolios are designed for investors seeking long-term growth aligned with Catholic values, focused on large-, medium- and small-company value stocks.
- Benchmark
- Russell 1000 Value Index
- Inception Date
- 12/31/2012
- Asset Class
- Equity
- Number of Issuers
As of 03/31/2026 (Updated Quarterly) - 64
Average Annual Total Returns As of 04/30/2026
- 30.39%1 Year
- 16.17%3 Years
- 8.61%5 Years
- 8.42%10 Years
- 8.27%Since Inception
12/31/2012
Top Sectors
As of 03/31/2026 % of Total (Updated Quarterly)
Financials21.85% | |
Health Care17.67% | |
Industrials16.36% | |
Energy10.73% | |
Materials7.94% |
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.
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