CAABX Mutual Fund

CAABX Mutual Fund (ClearBridge Sustainability Leaders Fund Class C) is managed by Franklin Templeton Investments (US) with $4.3M in net assets. CAABX expense ratio is 1.95%, holding 60 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2021-09-30.

CAABX performance shows a YTD return of 8.75%. The 1-year return is 13.71% and the 5-year return is 5.94%. CAABX dividend yield stands at 4.29%, paid annually.

CAABX top holdings include Nvidia Corp. (8.1%), Alphabet Inc Common Stock USD 0.001 (5.7%), Apple, Inc (5.5%), Amazon.Com Inc (5.0%), Microsoft Corp (4.5%). Go to all CAABX holdings, CAABX sectors, or CAABX dividends.

CAABX can be compared against other funds. Use CAABX overlap to find shared positions, or CAABX vs another fund for a side-by-side view. CAABX alternatives are available via the screener, along with tax-loss harvesting opportunities.