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Clearbridge Sustainability Leaders Fund Class A: (MF: CLSUX)
(NASDAQ Mutual Funds) As of Aug 4, 2025 08:00 PM ET
$26.92 USD
+0.34 (1.28%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.90 | 65 |
| 3 months | 11.04 | 44 |
| 6 months | 3.90 | 65 |
| 1 Year | 9.30 | 73 |
| 3 Year | 12.62 | 71 |
| 5 Year | 12.38 | 67 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 3.60 |
| 5 Year | 11.18 |
| 10 Year | NA |
| Since Inception | 11.81 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.43 | 11.04 | NA | NA |
| 2024 | 8.93 | -0.54 | 4.74 | 0.43 |
| 2023 | 5.07 | 4.22 | -5.74 | 12.58 |
| 2022 | -8.90 | -16.68 | -2.67 | 6.66 |
| 2021 | 4.80 | 5.79 | 0.00 | 12.01 |
| 2020 | -15.00 | 19.66 | 12.70 | 18.12 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.90 | 13.97 | 16.20 | -21.20 | 24.20 | 35.41 | 37.39 | -2.77 | 20.98 | 5.62 |
| % Total Return Rel to Index | -2.30 | -11.05 | -10.03 | -3.00 | -4.47 | 17.00 | 5.90 | 1.61 | -0.80 | -6.31 |
| % Total Return Rel to Peer | -1.24 | -5.42 | -6.79 | -1.50 | 2.14 | 15.49 | 8.96 | 4.08 | 0.30 | -2.19 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 2.00 | 1.00 | 2.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.02 | 0.09 | 0.01 | 0.03 | 0.04 | 0.04 | 0.03 | 0.07 | 0.03 |
| % Yield | 0.00 | 0.08 | 0.08 | 0.06 | 0.12 | 0.18 | 0.24 | 0.24 | 0.58 | 0.34 |
| Capital Gains ($) | 0.00 | 1.44 | 0.00 | 0.01 | 0.26 | 0.80 | 0.01 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.15 | 1.15 | 1.16 | 1.20 | 1.13 | 0.00 | 0.00 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%