CBSLX Mutual Fund

CBSLX Mutual Fund (ClearBridge Sustainability Leaders Fund Class R) is managed by Franklin Templeton Investments (US) with $242,678.81 in net assets. CBSLX expense ratio is 1.45%, holding 60 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2022-06-03.

CBSLX performance shows a YTD return of 9.01%. The 1-year return is 14.19% and the 5-year return is 6.45%. CBSLX dividend yield stands at 4.17%, paid annually.

CBSLX top holdings include Nvidia Corp (8.0%), Apple, Inc (7.2%), Alphabet Inc,class A (5.1%), Amazon.Com Inc (4.9%), Microsoft Corp (4.0%). 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.