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Managed Strategy Since 2006
Equity
ClearBridge Growth ESG Portfolios
Popular Documents
Year to Date Returns (Net)
-9.75%
As of 03/31/2026
Year to Date Returns (Pure Gross)
-9.06%
Overview
Product Facts
Strategy Description
The ClearBridge Growth ESG Portfolios seeks growth company stocks with the potential for above-average long-term earnings and/or cash flow growth.
- Benchmark
- Russell Midcap Growth Index
- Inception Date
- 06/30/2006
- Asset Class
- Equity
- Number of Issuers
As of 04/30/2026 (Updated Quarterly) - 45
Average Annual Total Returns As of 03/31/2026
- 7.60%1 Year
- 7.72%3 Years
- -0.02%5 Years
- 5.54%10 Years
- 6.47%Since Inception
06/30/2006
Top Sectors
As of 03/31/2026 % of Total (Updated Quarterly)
Information Technology23.83% | |
Industrials23.68% | |
Consumer Discretionary19.26% | |
Health Care14.04% | |
Financials5.84% |
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: Surging volatility pressured U.S. equities to start 2026, as rapidly evolving macro conditions and the outbreak of a military conflict in the Middle East contributed to sharp shifts in investor sentiment. A broad-based sell off among more liquid, larger cap holdings put pressure on the Russell 3000 Growth Index, which declined 9.5% for the quarter, while small and mid cap growth categories held up relatively better, with the Russell Midcap Growth and Russell 2000 Growth indexes declining 6.3% and 2.8%, respectively.
- Contributors: Holdings in Vertiv, Freeport-McMoRan and Johnson Controls. Stock selection in consumer discretionary and industrials sectors, overweight to materials.
- Detractors: Holdings in AppLovin, Robinhood Markets and Shopify. Stock selection and an overweight to the IT sector, a lack of exposure to energy.
- Outlook: Our outlook remains consistent: while macro uncertainty and volatility are likely to persist and may even increase as geopolitical developments evolve, these environments often create the most attractive opportunities for active, bottom-up investors. We continue to emphasize balance — owning companies with both offensive growth potential and defensive characteristics, including strong balance sheets, durable cash flows and capable management teams. This approach is designed to support performance across a wide range of market environments, rather than relying on a single factor or theme.
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Managed Strategy Since 2006
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Managed Strategy Since 2013
Latest ClearBridge Insights
May 6, 2026
April 14, 2026
April 7, 2026
Composite Performance
Portfolio
Documents
Risks
All investments involve risks, including possible loss of principal. To the extent the portfolio invests in a concentration of certain securities, regions or industries, it is subject to increased volatility. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks. 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.