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 (16), Stephen Rigo (3) | |||
| 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 | 0.30% | |||
| Dividend | SHAPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.10% | |||
| Asset Allocation | SHAPX-NASDAQ | Click to Compare |
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| Cash | 1.03% | |||
| Stock | 98.98% | |||
| U.S. Stock | 95.98% | |||
| Non-U.S. Stock | 3.00% | |||
| 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 | 1.99% | |||
| 30-Day Total Return | -3.79% | |||
| 60-Day Total Return | -4.95% | |||
| 90-Day Total Return | -3.18% | |||
| Year to Date Total Return | -2.90% | |||
| 1-Year Total Return | 18.13% | |||
| 2-Year Total Return | 23.10% | |||
| 3-Year Total Return | 54.61% | |||
| 5-Year Total Return | 65.37% | |||
| 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 | $33.75 | |||
| 1-Month Low NAV | $32.59 | |||
| 1-Month High NAV | $35.25 | |||
| 52-Week Low NAV | $30.28 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $40.11 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | SHAPX-NASDAQ | Click to Compare |
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| Beta | 0.84 | |||
| Standard Deviation | 11.03 | |||
| Balance Sheet | SHAPX-NASDAQ | Click to Compare |
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| Total Assets | 8.99B | |||
| Operating Ratios | SHAPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.91% | |||
| Turnover Ratio | 28.00% | |||
| Performance | SHAPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.23% | |||
| Last Bear Market Total Return | -12.67% | |||