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Clearbridge Appreciation Fund Class A (SHAPX)

US Funds

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35.98 -0.12 -0.33%

14/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 7.56B

Type: Fund

Market: United States

Issuer: Legg Mason

Asset Class: Equity

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SHAPX Overview

Find basic information about the Clearbridge Appreciation Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SHAPX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US52468E1055)

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Rating

1-Year Change9.83%

Prev. Close36.1

Risk Rating

TTM Yield0.45%

ROE33.84%

IssuerLegg Mason

Turnover17%

ROA14.13%

Inception Date25637

Total Assets7.56B

Expenses0.91%

Min. Investment1,000

Market Cap455.01B

CategoryLarge Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1029	1061	1223	1372	1875	3241
Fund Return	2.94%	6.11%	22.32%	11.12%	13.4%	12.48%
Place in category	849	665	922	609	740	449
% in Category	62	48	65	48	63	53

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
ClearBridge Dividend Strategy A	5.41B	2.73	8.70	11.05
ClearBridge Large Cap Growth I	4.45B	3.23	12.40	15.15
ClearBridge Aggressive Growth A	4.22B	4.95	5.71	6.56
ClearBridge Large Cap Growth A	4.02B	3.21	12.06	14.81
ClearBridge Value A	3.43B	4.10	10.91	10.61

Top Funds for Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	740.04B	3.10	11.27	-
Fidelity 500 Index Institutional Pr	638.76B	2.78	11.89	13.75
Vanguard 500 Index Admiral	577.81B	2.78	11.86	13.72
Vanguard Total Stock Market Admiral	417.64B	3.09	11.24	13.15
Vanguard 500 Index Institutional Se	208.11B	2.78	11.89	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	7.94	408.43	-0.51%
Apple	US0378331005	6.19	244.60	+1.27%
NVIDIA	US67066G1040	4.50	138.85	+2.63%
Amazon.com	US0231351067	4.50	228.68	-0.73%
Berkshire Hathaway A	US0846701086	3.19	719,146	-0.33%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Sell	Strong Buy
Summary	Strong Buy	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ClearBridge Appre.	35.98	-0.12	-0.33%