ClearBridge Large Cap Value Fund - Legg Mason
Shareclass
ClearBridge Large Cap Value Fund Class 1 (LCLIX)
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 Large Cap Value Fund - Legg Mason
FUND COVERAGE
# of holdings53
% of assets95%
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
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC1.15%$26.89M
- 2. Procter & Gamble Co/The1.51%$35.39M
- 3. Haleon PLC1.48%$34.64M
- 4. Bank of America Corp2.06%$48.29M
- 5. JPMorgan Chase & Co4.36%$102.15M
- 6. PepsiCo Inc1.1%$25.65M
- 7. Johnson & Johnson3.53%$82.61M
- 8. Microsoft Corp1.21%$28.42M
- 9. Roche Holding AG1.33%$31.26M
- 10. Sempra1.67%$39.14M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc2.08%$48.65M
- 2. O'Reilly Automotive Inc1.46%$34.09M
- 3. Microchip Technology Inc2.28%$53.49M
- 4. Martin Marietta Materials Inc2.14%$50.18M
- 5. Broadcom Inc2.02%$47.32M
- 6. Charles Schwab Corp/The2.68%$62.68M
- 7. Parker-Hannifin Corp2.65%$62.02M
- 8. Illinois Tool Works Inc0.95%$22.15M
- 9. Home Depot Inc/The1.56%$36.65M
- 10. Linde PLC1.52%$35.6M
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 Large Cap Value Fund - Legg Mason
Totals
Holdings
Assets
Weight
Prisons
6.0
$292.64M
13%
Prisons high risk
1.0
$39.57M
1.69%
Private prisons
0.0
$0
0%
Borders
6.0
$296.06M
13%
Borders high risk
2.0
$91.63M
3.91%
Total
7.0
$344.71M
15%
Holdings — 7 flagged holdings
1.
Alphabet Inc
:$71.74M
3.06%
2.
Thermo Fisher Scientific Inc
:$59.51M
2.54%
3.
RTX Corp
:$52.07M
2.22%
4.
Berkshire Hathaway Inc
$48.65M
2.08%
5.
Amazon.com Inc
:$44.75M
1.91%
6.
Motorola Solutions Inc
:$39.57M
1.69%
7.
Microsoft Corp
:$28.42M
1.21%
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 Large Cap Value Fund - Legg Mason LCLIX
Environment
Social
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