CLSUX Mutual Fund Analysis & Holdings | MarketXLS

CLSUX Mutual Fund

NAV$30.61

AUM$43M

TER1.20%

Holdings60

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

CLSUX Mutual Fund

NAV$30.61

ClearBridge Sustainability Leaders Fund Class A

AUM$43M

TER1.20%

Holdings60

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CLSUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CLSUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CLSUX Mutual Fund Overlap Analysis

CLSUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CLSUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, CLSUX may share significant positions with broad-market funds.

CLSUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CLSUX tax-loss harvesting finds highly correlated but non-identical funds.