Skip to Content

ClearBridge Appreciation FI LMPIX

Analyst rating as of
NAV / 1-Day Return
31.55  /  2.05 %
Total Assets
7.6 Bil
Adj. Expense Ratio
1.030%
Expense Ratio
1.030%
Fee Level
Above Average
Longest Manager Tenure
19.36 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.53%
Turnover
12%
Premium

Morningstar’s Analysis

Will LMPIX outperform in future?

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

A consistent, conservative process that rewards investors over time.

Summary

| |

ClearBridge Appreciation's seasoned managers apply a consistent, long-term approach that rewards investors over the long run. It earns Morningstar Analyst Ratings ranging from Silver to Neutral, depending on share-class fees.

Unlock our full analysis with Morningstar Premium