LCILX – ClearBridge Sustainability Leaders IS Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term capital growth. Under normal circumstances, the fund seeks to meet its investment objective by investing substantially all of its assets in common stocks and other equity securities that meet its financial and sustainability/environmental, social and governance ("ESG") criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in sustainability and ESG policies. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LCSTX	ClearBridge Sustainability Leaders Fund Class FI	No Load	Open			Mar 31, 2015	$308,771.00	1.200%	High	$0	−$52,357.69
LCISX	ClearBridge Sustainability Leaders Fund Class I	Institutional	Open			Mar 31, 2015	$33.91M	0.850%	High	$1M	−$9.92M
LCILX	ClearBridge Sustainability Leaders Fund Class IS	Institutional	Open			Mar 31, 2015	$12.97M	0.750%	Above Average	$1M	$1.02M
CLSUX	ClearBridge Sustainability Leaders Fund Class A	Front Load	Open			Nov 2, 2015	$43.13M	1.200%	High	$1,000	−$5.20M
CAABX	ClearBridge Sustainability Leaders Fund Class C	Level Load	Open			Sep 30, 2021	$4.21M	1.950%	High	$1,000	−$818,416.64
CBSLX	ClearBridge Sustainability Leaders Fund Class R	Retirement, Medium	Open			Jun 3, 2022	$273,172.00	1.450%	High	$0	$60,707.12

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