Clearbridge Sustainability is trading at 28.21 as of the 25th of November 2024; that is 0.57 percent up since the beginning of the trading day. The fund's open price was 28.05. Clearbridge Sustainability has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Clearbridge Sustainability are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. 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
Clearbridge Sustainability [LCILX] is traded in USA and was established 25th of November 2024. 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 17.25% with the current yeild of 0.01%, while the total return for the last 3 years was 3.12%.
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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
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.