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ClearBridge Appreciation FI LMPIX

Analyst rating as of
NAV / 1-Day Return
29.20  /  2.01 %
Total Assets
7.2 Bil
Adj. Expense Ratio
1.010%
Expense Ratio
1.010%
Fee Level
Above Average
Longest Manager Tenure
19.16 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.60%
Turnover
12%
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Morningstar’s Analysis

Will LMPIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Seasoned investors with a prudent approach.

Analyst

Summary

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ClearBridge Appreciation’s stable management team and conservative, long-term approach earn it Morningstar Analyst Ratings ranging from Neutral to Silver depending on fees.

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