ClearBridge Sustainability Leaders Fund
Shareclass
ClearBridge Sustainability Leaders FI (LCSTX)
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 Sustainability Leaders Fund
FUND COVERAGE
# of holdings57
% of assets98%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 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. Procter & Gamble Co1.47%$1.48M
- 2. Bank of America Corp2.64%$2.65M
- 3. JPMorgan Chase & Co2.91%$2.93M
- 4. Johnson & Johnson2.26%$2.28M
- 5. Colgate-Palmolive Co0.42%$422,083
- 6. Microsoft Corp7.51%$7.55M
- 7. BlackRock Inc1.81%$1.82M
- 8. Trane Technologies PLC Class A1.27%$1.28M
- 9. Ecolab Inc1.07%$1.07M
- 10. MetLife Inc1.21%$1.21M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Chewy Inc1.17%$1.18M
- 2. Reddit Inc Class A Shares0.48%$485,279
- 3. AppLovin Corp Ordinary Shares - Class A0.65%$653,871
- 4. Flowserve Corp0.99%$992,124
- 5. Broadcom Inc4.15%$4.17M
- 6. Vulcan Materials Co1.8%$1.81M
- 7. Clean Harbors Inc1.19%$1.2M
- 8. Synopsys Inc1.33%$1.34M
- 9. United Rentals Inc1.7%$1.71M
- 10. Costco Wholesale Corp0.68%$684,966
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
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Positive Investment - Consider diversity issues with a focus on identifying those companies that we believe have management teams that recognize and address constructively the contribution of a diverse workforce and management team in an increasingly multicultural, global economy. More
US-SIF member fund managers: want to update your statement? Contact us
EXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund ClearBridge Sustainability Leaders Fund
Totals
Holdings
Assets
Weight
Prisons
4
$16.56M
16%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$15.87M
16%
Borders high risk
0
$0
0%
Total
4
$16.56M
16%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$7.55M
7.51%
2.
Amazon.com Inc
:$5.07M
5.04%
3.
Alphabet Inc Class A
:$3.25M
3.23%
4.
Costco Wholesale Corp
$684,966
0.68%
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 Sustainability Leaders Fund LCSTX
Environment
Social
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