Clearbridge Sustainability Fund Quote
| LCSTX Fund | USD 28.13 0.11 0.39% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Clearbridge Sustainability is trading at 28.13 as of the 28th of November 2024; that is 0.39 percent decrease since the beginning of the trading day. The fund's open price was 28.24. Clearbridge Sustainability has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very 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 29th of October 2024 and ending today, the 28th 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
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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 | 30th of September 2024 |
Clearbridge Sustainability [LCSTX] is traded in USA and was established 28th 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 16.84% with the current yeild of 0.0%, while the total return for the last 3 years was 2.69%.
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
| SEDG | SolarEdge Technologies | Stock | Information Technology | |
| RRX | Regal Beloit | Stock | Industrials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| MMM | 3M Company | Stock | Industrials | |
| CVS | CVS Health Corp | Stock | Health Care | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples |
Clearbridge Sustainability Risk Profiles
| Mean Deviation | 0.5629 | |||
| Semi Deviation | 0.7111 | |||
| Standard Deviation | 0.7482 | |||
| Variance | 0.5598 |
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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