Clearbridge Sustainability Fund Quote
| LCILX Fund | USD 22.25 1.24 5.28% |
PerformanceVery Weak
| Odds Of DistressLow
|
Clearbridge Sustainability is trading at 22.25 as of the 6th of April 2025; that is 5.28 percent down since the beginning of the trading day. The fund's open price was 23.49. Clearbridge Sustainability has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 6th of January 2025 and ending today, the 6th of April 2025. Click here to learn more.
Under normal circumstances, the fund seeks to meet its investment objective by investing substantially all of its assets in common stocks and other equity securities that meet its financial and sustainabilityenvironmental, social and governance criteria. More on Clearbridge Sustainability
Moving together with Clearbridge Mutual Fund
| 0.97 | SAGCX | Clearbridge Aggressive | PairCorr |
| 0.98 | LGASX | Clearbridge Small Cap | PairCorr |
| 0.98 | SAPCX | Clearbridge Appreciation | PairCorr |
Moving against Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
| Fund Concentration | Legg Mason Funds, Large Blend Funds, Large Blend, Legg Mason, Large Growth, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Clearbridge Sustainability [LCILX] is traded in USA and was established 6th of April 2025. Clearbridge Sustainability is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Legg Mason family. This fund now has accumulated 10.17 M in assets with no minimum investment requirementsClearbridge Sustainability is currently producing year-to-date (YTD) return of 0.08% with the current yeild of 0.0%, while the total return for the last 3 years was -0.54%.
Check Clearbridge Sustainability Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Sustainability Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clearbridge Sustainability Mutual Fund Constituents
| HD | Home Depot | Stock | Consumer Discretionary | |
| TT | Trane Technologies plc | Stock | Industrials | |
| HIG | Hartford Financial Services | Stock | Financials | |
| ECL | Ecolab Inc | Stock | Materials | |
| SEDG | SolarEdge Technologies | Stock | Information Technology | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| BAC | Bank of America | Stock | Financials | |
| EQIX | Equinix | Stock | Real Estate |
Clearbridge Sustainability Risk Profiles
| Mean Deviation | 0.9271 | |||
| Standard Deviation | 1.3 | |||
| Variance | 1.68 | |||
| Risk Adjusted Performance | (0.21) |
Clearbridge Sustainability Against Markets
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Sustainability financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Sustainability security.
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