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, Inc | |||
| Manager/Tenure (Years) | Michael A. Kagan (17), Stephen Rigo (4) | |||
| 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 | 0.28% | |||
| Dividend | SHAPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.06% | |||
| Asset Allocation | SHAPX-NASDAQ | Click to Compare |
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| 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 | SHAPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.86% | |||
| 30-Day Total Return | -0.05% | |||
| 60-Day Total Return | -0.29% | |||
| 90-Day Total Return | -1.78% | |||
| Year to Date Total Return | 7.47% | |||
| 1-Year Total Return | 8.07% | |||
| 2-Year Total Return | 26.52% | |||
| 3-Year Total Return | 60.40% | |||
| 5-Year Total Return | 59.22% | |||
| 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 | $37.36 | |||
| 1-Month Low NAV | $37.29 | |||
| 1-Month High NAV | $38.10 | |||
| 52-Week Low NAV | $32.59 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $40.02 | |||
| 52-Week High Price (Date) | Nov 28, 2025 | |||
| Beta / Standard Deviation | SHAPX-NASDAQ | Click to Compare |
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| Beta | 0.82 | |||
| Standard Deviation | 10.91 | |||
| Balance Sheet | SHAPX-NASDAQ | Click to Compare |
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| Total Assets | 9.63B | |||
| 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 | 20.22% | |||
| Last Bear Market Total Return | -12.67% | |||