CBSLX Mutual Fund

CBSLX Mutual Fund

NAV$30.01
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Fund Essentials - as of Aug 31, 2026

Net Assets
$248,670
Expense Ratio
1.45%
Dividend Yield (Current)
-
Holdings
62
Inception Date
Jun 3, 2022
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+9.15%
1 Year+9.81%
3 Year+13.70%
5 Year+6.45%
10 Year+13.33%

Asset Allocation

Stocks: 99.42%
Cash: 0.58%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp8.68%
AAPLApple, Inc7.30%
GOOGLAlphabet Inc4.83%
AMZNAmazon.Com Inc4.69%
MSFTMicrosoft Corp4.27%
Top 10 Concentration: 42.99%Report Date: Aug 31, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CBSLX Mutual Fund Overview

CBSLX Mutual Fund (ClearBridge Sustainability Leaders Fund Class R) is managed by Franklin Templeton Investments (US) with $248,670 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 9.15%. The 1-year return is 9.81% and the 5-year return is 6.45%.

CBSLX top holdings include Nvidia Corp (8.7%), Apple, Inc (7.3%), Alphabet Inc (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.