ClearBridge Appreciation Fund Class C
SAPCX
NASDAQ
| Weiss Ratings | SAPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SAPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Franklin Templeton, Inc | |||
| Manager/Tenure (Years) | Michael A. Kagan (17), Stephen Rigo (4) | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | SAPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | ClearBridge Appreciation Fund Class C | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Feb 04, 1993 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | SAPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | SAPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.06% | |||
| Asset Allocation | SAPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.85% | |||
| Stock | 98.15% | |||
| U.S. Stock | 94.99% | |||
| Non-U.S. Stock | 3.16% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SAPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.86% | |||
| 30-Day Total Return | -0.08% | |||
| 60-Day Total Return | -0.37% | |||
| 90-Day Total Return | -1.94% | |||
| Year to Date Total Return | 6.82% | |||
| 1-Year Total Return | 7.28% | |||
| 2-Year Total Return | 24.65% | |||
| 3-Year Total Return | 56.85% | |||
| 5-Year Total Return | 53.47% | |||
| Price | SAPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SAPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $34.75 | |||
| 1-Month Low NAV | $34.68 | |||
| 1-Month High NAV | $35.44 | |||
| 52-Week Low NAV | $30.44 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $37.67 | |||
| 52-Week High Price (Date) | Nov 28, 2025 | |||
| Beta / Standard Deviation | SAPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.81 | |||
| Standard Deviation | 10.89 | |||
| Balance Sheet | SAPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 9.63B | |||
| Operating Ratios | SAPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.66% | |||
| Turnover Ratio | 28.00% | |||
| Performance | SAPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 19.44% | |||
| Last Bear Market Total Return | -12.84% | |||