ClearBridge Growth Fund - Legg Mason

Shareclass
ClearBridge Growth Fund Class I (SAGYX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund ClearBridge Growth Fund - Legg Mason

FUND COVERAGE
# of holdings48
% of assets97%
Score
47 / 100
Rank

76.7 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #244 out of 1,038

Grade
B

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

24 / 40

Gender Equality: Equal Compensation and Work Life Balance

6 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Hilton Worldwide Holdings Inc
         % of fund invested: 2.68%
         $USD invested: $118.77M
  • 2. Autodesk Inc
         % of fund invested: 4.01%
         $USD invested: $177.55M
  • 3. Vertex Pharmaceuticals Inc
         % of fund invested: 4.82%
         $USD invested: $213.55M
  • 4. HubSpot Inc
         % of fund invested: 1.46%
         $USD invested: $64.86M
  • 5. Freeport-McMoRan Inc
         % of fund invested: 2%
         $USD invested: $88.75M
  • 6. Alnylam Pharmaceuticals Inc
         % of fund invested: 2.25%
         $USD invested: $99.68M
  • 7. Starbucks Corp
         % of fund invested: 1.11%
         $USD invested: $49.12M
  • 8. On Holding AG
         % of fund invested: 0.67%
         $USD invested: $29.8M
  • 9. Pinterest Inc
         % of fund invested: 1.44%
         $USD invested: $63.85M
  • 10. Doximity Inc
         % of fund invested: 1.05%
         $USD invested: $46.69M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TKO Group Holdings Inc
         % of fund invested: 2.17%
         $USD invested: $96.07M
  • 2. Shopify Inc
         % of fund invested: 2.64%
         $USD invested: $117.12M
  • 3. ROBLOX Corp
         % of fund invested: 1.14%
         $USD invested: $50.36M
  • 4. Madison Square Garden Sports Corp
         % of fund invested: 2.26%
         $USD invested: $100.05M
  • 5. Palantir Technologies Inc
         % of fund invested: 0.93%
         $USD invested: $41.15M
  • 6. Vertiv Holdings Co
         % of fund invested: 3.78%
         $USD invested: $167.48M
  • 7. Cohen & Steers Inc
         % of fund invested: 0.94%
         $USD invested: $41.66M
  • 8. AppLovin Corp
         % of fund invested: 2.07%
         $USD invested: $91.48M
  • 9. Cava Group Inc
         % of fund invested: 0.59%
         $USD invested: $26.02M
  • 10. Cintas Corp
         % of fund invested: 1.47%
         $USD invested: $65.29M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund ClearBridge Growth Fund - Legg Mason

Totals

Holdings
Assets
Weight
Prisons
2.0
$216.13M
4.88%
     Prisons high risk
2.0
$216.13M
4.88%
     Private prisons
0.0
$0
0%
Borders
3.0
$257.29M
5.81%
     Borders high risk
3.0
$257.29M
5.81%
Total
3.0
$257.29M
5.81%
Full fund results

Holdings — 3 flagged holdings

1.
L3Harris Technologies Inc
Prisons
Borders
$142.84M
3.23%
Prisons
Borders :
$142.84M
3.23%
2.
Axon Enterprise Inc
Prisons
Borders
$73.3M
1.66%
Prisons
Borders :
$73.3M
1.66%
3.
Palantir Technologies Inc
Borders
$41.15M
0.93%
Borders :
$41.15M
0.93%
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