ClearBridge Dividend Strategy Fund - Legg Mason
Shareclass
ClearBridge Dividend Strategy Fund Class I (SOPYX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund ClearBridge Dividend Strategy Fund - Legg Mason
FUND COVERAGE
# of holdings53
% of assets97%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC1.35%$119.98M
- 2. Diageo PLC0.62%$55.2M
- 3. Procter & Gamble Co/The1.11%$99.07M
- 4. Haleon PLC1.99%$176.84M
- 5. JPMorgan Chase & Co2.54%$225.91M
- 6. Johnson & Johnson1.65%$146.59M
- 7. Northrop Grumman Corp1.35%$120.32M
- 8. Nestle SA2.89%$257.51M
- 9. Enbridge Inc1.72%$152.89M
- 10. Microsoft Corp4.19%$373.17M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Old Dominion Freight Line Inc1.04%$92.95M
- 2. Broadcom Inc3.83%$340.83M
- 3. Vulcan Materials Co1.71%$152.65M
- 4. Apollo Global Management Inc2.06%$183.72M
- 5. Waste Management Inc1.59%$141.7M
- 6. Home Depot Inc/The1.41%$125.58M
- 7. Public Storage1.85%$165.17M
- 8. Linde PLC1.73%$153.82M
- 9. Travelers Cos Inc/The1.73%$154.05M
- 10. Walt Disney Co/The0.81%$71.93M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund ClearBridge Dividend Strategy Fund - Legg Mason
Totals
Holdings
Assets
Weight
Prisons
3.0
$790.14M
8.87%
Prisons high risk
1.0
$130.18M
1.46%
Private prisons
0.0
$0
0%
Borders
5.0
$1.04B
12%
Borders high risk
3.0
$377.44M
4.24%
Total
5.0
$1.04B
12%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$373.17M
4.19%
2.
Alphabet Inc
:$286.78M
3.22%
3.
L3Harris Technologies Inc
:$130.18M
1.46%
4.
RTX Corp
:$126.93M
1.43%
5.
Northrop Grumman Corp
:$120.32M
1.35%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
ClearBridge Dividend Strategy Fund - Legg Mason SOPYX
Environment
Social
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