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 | 0.43% | |||
| Dividend | SHAPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.26% | |||
| Asset Allocation | SHAPX-NASDAQ | Click to Compare |
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| Cash | 1.72% | |||
| Stock | 98.28% | |||
| U.S. Stock | 96.45% | |||
| Non-U.S. Stock | 1.83% | |||
| 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 | 1.68% | |||
| 30-Day Total Return | 1.66% | |||
| 60-Day Total Return | 4.41% | |||
| 90-Day Total Return | 8.63% | |||
| Year to Date Total Return | 11.04% | |||
| 1-Year Total Return | 15.53% | |||
| 2-Year Total Return | 42.24% | |||
| 3-Year Total Return | 60.09% | |||
| 5-Year Total Return | 87.13% | |||
| 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 | $38.51 | |||
| 1-Month Low NAV | $37.26 | |||
| 1-Month High NAV | $38.51 | |||
| 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 | 0.85 | |||
| Standard Deviation | 13.72 | |||
| Balance Sheet | SHAPX-NASDAQ | Click to Compare |
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| Total Assets | 9.39B | |||
| 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% | |||