CBSLX Mutual Fund

CBSLX Mutual Fund (ClearBridge Sustainability Leaders Fund Class R) is managed by Franklin Templeton Investments (US) with $271,080.31 in net assets. CBSLX expense ratio is 1.45%, holding 62 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2022-06-03.

CBSLX performance shows a YTD return of 10.71%. The 1-year return is 13.65% and the 5-year return is 6.45%. CBSLX dividend yield stands at 4.10%, paid annually.

CBSLX 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 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.