CLSUX — ClearBridge Sustainability Leaders Fund
Data updated: 2026-06-22
CLSUX — ClearBridge Sustainability Leaders Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Thematic Equity · $96.49M AUM · 1.20% expense ratio · 24.8% 1-yr return. From SEC regulatory filings.
CLSUX Fund Overview
CLSUX — ClearBridge Sustainability Leaders Fund is a US mutual fund managed by Legg Mason Partners Investment Trust, categorised as United States Thematic Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Legg Mason Partners Investment Trust
- Category: United States Thematic Equity
- Assets under management: $96.49M
- 1-year return: 24.8%
- Ticker: CLSUX
- SEC CIK: 0000880366
- SEC series ID: S000048737
- Share class ID: C000153520
CLSUX Holdings
Top 10 holdings of ClearBridge Sustainability Leaders Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| NVIDIA Corp. | 8.12% |
| Alphabet, Inc. | 5.67% |
| Apple, Inc. | 5.45% |
| Amazon.com, Inc. | 4.95% |
| Microsoft Corp. | 4.53% |
| Johnson & Johnson | 3.27% |
| Broadcom, Inc. | 3.23% |
| Jp Morgan Chase & Company | 2.87% |
| Netflix, Inc. | 2.17% |
| Tjx Companies, Inc. (the) | 2.08% |
CLSUX Portfolio Allocation
Asset-class allocation of ClearBridge Sustainability Leaders Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 98.2% |
| Cash & Equivalents | 1.9% |
CLSUX Performance
Total returns for CLSUX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 6.2% |
| 1 year | 24.8% |
| 3 years (annualised) | 13.9% |
| 5 years (annualised) | 6.9% |
CLSUX Risk Information
Risk metrics for CLSUX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 13.2%
CLSUX Costs and Fees
CLSUX costs about $120 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.20%
- Gross expense ratio: 1.28%
- Portfolio turnover: 44%
- Brokerage commissions: 1.80 bps of average net assets (SEC N-CEN)
CLSUX Cashflows
Over the 12 months to 2026-04, ClearBridge Sustainability Leaders Fund had net outflows of $16.01M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | −$983.35K |
| 2026-03 | −$2.22M |
| 2026-02 | −$78.44K |
| 2026-01 | −$2.68M |
| 2025-12 | $3.27M |
| 2025-11 | −$2.68M |
CLSUX Debt Constituents
No individual debt constituents are reported in ClearBridge Sustainability Leaders Fund's latest SEC N-PORT filing.
CLSUX Prospectus and SEC Filings
Official ClearBridge Sustainability Leaders Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Thematic Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.