Nasdaq - Delayed Quote USD
ClearBridge Appreciation C (SAPCX)
31.02
+2.38
+(8.31%)
At close: 8:04:07 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Protected Investors of America
- E TRADE Financial
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Shareholders Services Group
- JPMorgan
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Institutional FundsNetwork
- Ameriprise Brokerage
- Federated TrustConnect
- RBC Wealth Management-Advisory Eligible
- ETrade No Load NTF
- ETrade No Load Fee
- SunGard Transaction Network
- Royal Alliance
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- Robert W. Baird & Co.
- JPMorgan INVEST
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation FRIAG
- Firstrade
- Scottrade TF
- Thrivent – Advisory Eligible
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- ING Financial Advisers - SAS Funds
- HD Vest - Vest Advisor
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- MSWM Brokerage
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Allowab (non-advisory)
Fund Summary
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.
Fund Overview
| Category | Large Blend |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 8.48B |
| YTD Return | -3.35% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 28, 2006 |
Performance & Risk
| YTD Return | -12.87% |
| 5y Average Return | 12.30% |
| Rank in Category (ytd) | 34 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
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