ClearBridge Dividend Strategy Fund
Shareclass
ClearBridge Dividend Strategy C (SBPLX)
Type
Open-end mutual fund
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
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 PLC1.4%$127.37M
- 2. Diageo PLC0.68%$61.78M
- 3. Procter & Gamble Co0.87%$78.94M
- 4. Haleon PLC1.67%$152.68M
- 5. Unilever PLC2.27%$207.02M
- 6. JPMorgan Chase & Co2.44%$222.88M
- 7. Edison International0.53%$48.38M
- 8. Northrop Grumman Corp1.66%$151.55M
- 9. Johnson & Johnson1.45%$132.36M
- 10. Nestle SA ADR2.86%$261.21M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Old Dominion Freight Line Inc Ordinary Shares0.8%$73.29M
- 2. Broadcom Inc3.59%$327.43M
- 3. Vulcan Materials Co1.82%$165.93M
- 4. Apollo Asset Management, Inc.1.87%$170.46M
- 5. The Home Depot Inc1.63%$149.01M
- 6. Waste Management Inc1.57%$143.52M
- 7. Public Storage1.52%$138.82M
- 8. Linde PLC1.77%$161.71M
- 9. The Travelers Companies Inc2.03%$184.85M
- 10. The Walt Disney Co0.95%$86.47M
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
Totals
Holdings
Assets
Weight
Prisons
2
$602.05M
6.6%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$1.08B
12%
Borders high risk
3
$473.57M
5.19%
Total
5
$1.08B
12%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$402.77M
4.42%
2.
Alphabet Inc Class A
:$199.28M
2.19%
3.
L3Harris Technologies Inc
:$162M
1.78%
4.
RTX Corp
:$160.02M
1.76%
5.
Northrop Grumman Corp
:$151.55M
1.66%
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 SBPLX
Environment
Social
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