Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Costco Wholesale Corp (NASDAQ:COST), Home Depot (NYSE:HD), Booking Holdings (NASDAQ:BKNG).
Industry description
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.
Market Cap
The average market capitalization across the ClearBridge Sustainability Leaders IS MF is 1.04T. The market cap for tickers in the group ranges from 121.92B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BKNG at 121.92B.
Volume
The average weekly volume growth across all stocks in the ClearBridge Sustainability Leaders IS MF was -9%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was 14%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 46
Price Growth Rating: 35
SMR Rating: 21
Profit Risk Rating: 24
Seasonality Score: 34 (-100 ... +100)