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Nasdaq - Delayed Quote USD
ClearBridge Appreciation A (SHAPX)
30.73
-1.84
(-5.65%)
At close: April 4 at 8:04:00 PM EDT
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- Previous Close
32.57 - YTD Return -3.17%
- Expense Ratio 0.91%
- 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 0.48%
- 5y Average Return --
- Holdings Turnover 17.00%
- Last Dividend 0.17
- 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
Performance Overview: SHAPX
View MoreTrailing returns as of 4/3/2025. Category is Large Blend.
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SIGAX Western Asset Corporate Bond A
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SBIEX ClearBridge International Value A
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SDSAX Western Asset Income A
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Holdings: SHAPX
View MoreSector Weightings
SectorSHAPX
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%
Recent News: SHAPX
View MoreResearch Reports: SHAPX
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