ClearBridge Value Fund - Legg Mason
Shareclass
ClearBridge Value Fund Class A (LGVAX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 940 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
ClearBridge Value Fund - Legg Mason LGVAX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc0.86% of assets$34.91M invested
- 2. UCB SA1.5% of assets$60.95M invested
- 3. BP PLC0.37% of assets$15.15M invested
- 4. Bank of America Corp3.54% of assets$143.64M invested
- 5. Johnson & Johnson3.28% of assets$132.94M invested
- 6. Nestle SA1.41% of assets$57.04M invested
- 7. Globant SA0.49% of assets$20.06M invested
- 8. Teck Resources Ltd1.46% of assets$59.14M invested
- 9. Siemens AG1.6% of assets$65M invested
- 10. Chevron Corp2.62% of assets$106.14M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Energy Transfer LP1.59% of assets$64.58M invested
- 2. Contemporary Amperex Technology Co Ltd0.73% of assets$29.64M invested
- 3. Taiwan Semiconductor Manufacturing Co Ltd0.61% of assets$24.79M invested
- 4. Talen Energy Corp1.5% of assets$60.96M invested
- 5. Celsius Holdings Inc0.84% of assets$34.11M invested
- 6. TFI International Inc0.32% of assets$12.91M invested
- 7. Ryan Specialty Holdings Inc0.89% of assets$36.21M invested
- 8. Corebridge Financial Inc1.86% of assets$75.53M invested
- 9. Microchip Technology Inc1.03% of assets$41.76M invested
- 10. Genuine Parts Co1.2% of assets$48.65M invested
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