CBSLX Mutual Fund

CBSLX Mutual Fund

NAV$29.44
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Fund Essentials - as of Sep 30, 2026

Net Assets
$241,502.67
Expense Ratio
1.45%
Dividend Yield (Current)
-
Holdings
62
Inception Date
Jun 3, 2022
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+8.45%
1 Year+7.23%
3 Year+16.32%
5 Year+6.45%
10 Year+13.33%

Asset Allocation

Stocks: 98.74%
Cash: 1.26%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp9.05%
AAPLApple Inc7.73%
GOOGLAlphabet Inc4.93%
AMZNAmazon.Com Inc4.53%
MSFTMicrosoft Corp4.35%
Top 10 Concentration: 44.31%Report Date: Sep 30, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CBSLX Mutual Fund Overview

CBSLX Mutual Fund (ClearBridge Sustainability Leaders Fund Class R) is managed by Franklin Templeton Investments (US) with $241,502.67 in net assets. CBSLX expense ratio is 1.45%, holding 62 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2022-06-03.

CBSLX performance shows a YTD return of 8.45%. The 1-year return is 7.23% and the 5-year return is 6.45%.

CBSLX top holdings include Nvidia Corp (9.1%), Apple Inc (7.7%), Alphabet Inc (4.9%), Amazon.Com Inc (4.5%), Microsoft Corp (4.3%). Go to all CBSLX holdings, CBSLX sectors, or CBSLX dividends.

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