Advertisement
Skip to Content
Morningstar

ClearBridge Appreciation FI LMPIX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 28.18  /  0.88 %
  • Total Assets 6.9 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.75%
  • Turnover 9%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LMPIX

Will LMPIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LMPIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LMPIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LMPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A Comanager Is Added to ClearBridge Appreciation; Ratings Unchanged

Senior Analyst

Analyst Note

|

Unlock our full analysis with Morningstar Investor