ClearBridge Appreciation Fund Class A
SHAPX
NASDAQ
| Weiss Ratings | SHAPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | SHAPX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Michael A. Kagan (15), Stephen Rigo (2) | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | SHAPX-NASDAQ | Click to Compare |
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| Fund Name | ClearBridge Appreciation Fund Class A | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 10, 1970 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | SHAPX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.44% | |||
| Dividend | SHAPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.28% | |||
| Asset Allocation | SHAPX-NASDAQ | Click to Compare |
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| Cash | 2.49% | |||
| Stock | 97.51% | |||
| U.S. Stock | 95.40% | |||
| Non-U.S. Stock | 2.11% | |||
| 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 | SHAPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.67% | |||
| 30-Day Total Return | 4.60% | |||
| 60-Day Total Return | 5.04% | |||
| 90-Day Total Return | 17.10% | |||
| Year to Date Total Return | 7.98% | |||
| 1-Year Total Return | 14.24% | |||
| 2-Year Total Return | 38.33% | |||
| 3-Year Total Return | 60.01% | |||
| 5-Year Total Return | 98.68% | |||
| Price | SHAPX-NASDAQ | Click to Compare |
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| 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 | SHAPX-NASDAQ | Click to Compare |
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| Nav | $37.45 | |||
| 1-Month Low NAV | $35.72 | |||
| 1-Month High NAV | $37.50 | |||
| 52-Week Low NAV | $30.28 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $39.13 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | SHAPX-NASDAQ | Click to Compare |
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| Beta | 0.84 | |||
| Standard Deviation | 14.18 | |||
| Balance Sheet | SHAPX-NASDAQ | Click to Compare |
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| Total Assets | 9.24B | |||
| Operating Ratios | SHAPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.91% | |||
| Turnover Ratio | 17.00% | |||
| Performance | SHAPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.23% | |||
| Last Bear Market Total Return | -12.67% | |||