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Clearbridge Sustainability Leaders Fund Class A: (MF: CLSUX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:31 PM ET

$26.34 USD

+0.03 (0.11%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.07 43
3 months 0.69 54
6 months 4.53 55
1 Year 12.28 61
3 Year 12.50 76
5 Year 7.56 75
10 Year 13.71 40

* Annual for three years and beyond.

Zacks Premium Research for CLSUX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

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Portfolio Statistics

% Unrealized Gain 29.31
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 2/28/2026 41.70
% Turnover 2/28/2026 44.00

Risk

3 Year 5 Year 10 Year
Beta 1.03 1.01 0.97
Alpha -8.22 -5.95 -1.19
R Squared 0.92 0.95 0.93
Std. Dev. 12.30 15.61 15.07
Sharpe 0.67 0.34 2.00

Sector / Country Weightings

As of 2/28/2026 % of Portfolio
Technology 40.46
Retail Trade 13.84
Finance 12.51
Industrial Cyclical 12.08
Non-Durable 5.92
Other 4.51
Health 4.06
Services 3.05
Utilities 2.70
Consumer Durables 0.87

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2025)
% of Portfolio Value (Mil$)
MICROSOFT CORP 7.42 7.55
NVIDIA CORP 6.29 6.40
APPLE INC 5.41 5.51
AMAZON.COM INC 5.22 5.31
BROADCOM INC 4.59 4.68
ALPHABET INC CLASS A 3.98 4.05
JPMORGAN CHASE & CO 2.84 2.89
BANK OF AMERICA CORP 2.70 2.75
JOHNSON & JOHNSON 2.38 2.42

Stock Holding % of Net Assets

As Of 10/31/2025
Total Issues 57
Avg. P/E 29.73
Avg. P/Book 4.00
Avg. EPS Growth 10.95
Avg. Market Value (Mil $) 597,462

Composition

% of Portfolio
Stocks 98.49
Foreign Stocks 6.14
Cash 1.66
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other -0.14
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 36.91
Large Value 23.71
Small Growth 3.26
Small Value 6.29
Foreign Stock 4.41
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 16.06
High Yield Bond 0.00