Australia markets close in 1 hour 48 minutes

ClearBridge Sustainability Leaders IS (LCILX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
25.38+0.03 (+0.12%)
At close: 06:45PM EST

ClearBridge Sustainability Leaders IS

New York, NY 10041



Management information
Derek J. Deutsch,Lead manager since 30 March 2015
Derek co-manages the Mid Cap, Mid Cap Growth, SMID Cap Growth and Sustainability Leaders Strategy products. Derek has 21 years of investment industry experience. He joined a predecessor organization in 1999, and spent six years as an equity research analyst responsible for the health care sector. Prior to joining the firm, Derek worked as a special assistant at the U.S. Department of Health and Human Services in Washington, D.C., and also as a journalist covering health care policy for the American Political Network. Derek earned a BA from Brown University and an MBA from Georgetown University. He is a member of the CFA Institute and of the CFA Society New York.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyFranklin Templeton Investments
Net assets115.94M
YTD return0.58%
Morningstar rating★★★
Inception date1 Nov 2015

Fund operations

Last dividend0.18
Last cap gain-4.00
Holdings turnover41.00%
Average for categoryN/A

Fees and expenses

ExpenseLCILXCategory average
Annual report expense ratio (net)1.20%0.84%
Prospectus net expense ratio1.20%N/A
Prospectus gross expense ratio1.29%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A