Nasdaq - Delayed Quote USD

ClearBridge Appreciation FI (LMPIX)

32.94
-1.31
(-3.82%)
As of 8:06:27 AM EDT. Market Open.
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  • Previous Close 34.25
  • YTD Return -3.19%
  • Expense Ratio 1.00%
  • Category Large Blend
  • Last Cap Gain 73.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 8.48B
  • Beta (5Y Monthly) 0.87
  • Yield 0.39%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.14
  • Inception Date Dec 28, 2006

The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20% of its net assets in the equity securities of foreign issuers.

Franklin Templeton Investments

Fund Family

Large Blend

Fund Category

8.48B

Net Assets

2006-12-28

Inception Date

More about ClearBridge Appreciation FI

Performance Overview: LMPIX

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Trailing returns as of 4/2/2025. Category is Large Blend.

YTD Return

LMPIX
3.19%
Category
5.31%
 

1-Year Return

LMPIX
6.56%
Category
20.31%
 

3-Year Return

LMPIX
8.80%
Category
6.48%
 

5-Year Return

LMPIX
16.81%
Category
11.78%
 

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Holdings: LMPIX

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Sector Weightings

SectorLMPIX
Technology   26.78%
Financial Services   18.21%
Communication Services   9.96%
Healthcare   9.93%
Consumer Cyclical   8.46%
Industrials   8.37%
Consumer Defensive   7.19%
Energy   4.30%
Basic Materials   4.28%
Utilities   1.39%
Real Estate   1.15%
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Recent News: LMPIX

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Research Reports: LMPIX

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