Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Costco Wholesale Corp (NASDAQ:COST), Home Depot (NYSE:HD), Unitedhealth Group (NYSE:UNH), 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 1.27T. The market cap for tickers in the group ranges from 138.33B to 3.79T. MSFT holds the highest valuation in this group at 3.79T. The lowest valued company is ETN at 138.33B.
Volume
The average weekly volume growth across all stocks in the ClearBridge Sustainability Leaders IS MF was 16%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was -33%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 100
Price Growth Rating: 43
SMR Rating: 100
Profit Risk Rating: 25
Seasonality Score: -61 (-100 ... +100)