CAABX Mutual Fund

CAABX Mutual Fund (ClearBridge Sustainability Leaders Fund Class C) is managed by Franklin Templeton Investments (US) with $4.2M in net assets. CAABX expense ratio is 1.95%, holding 62 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2021-09-30.

CAABX performance shows a YTD return of 10.43%. The 1-year return is 13.18% and the 5-year return is 5.94%. CAABX dividend yield stands at 4.22%, paid annually.

CAABX top holdings include Nvidia Corp (8.7%), Apple, Inc (7.3%), Alphabet Inc,class A (4.8%), Amazon.Com Inc (4.7%), Microsoft Corp (4.3%). 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.