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ClearBridge Appreciation R LMPPX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 29.66  /  0.34 %
  • Total Assets 7.0 Bil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.39%
  • Turnover 9%

Morningstar’s Analysis LMPPX

Will LMPPX outperform in future?

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

Delivered as expected in 2022.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

ClearBridge Appreciation stands out for its patient, downside-focused approach, and the recent addition of a third comanager helps ensure its future. It earns Morningstar Analyst Ratings ranging from Silver to Neutral, depending on share-class fees.

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Portfolio Holdings LMPPX

  • Current Portfolio Date
  • Equity Holdings 73
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.45
617,430,690
Technology
7.08
517,362,215
Technology
3.56
260,458,430
Financial Services
2.78
202,875,364
Financial Services
2.40
175,445,533
Healthcare
2.37
173,297,455
Consumer Cyclical
2.36
172,178,225
Healthcare
2.27
166,139,166
Financial Services
2.25
164,246,963
Consumer Cyclical
2.15
157,084,970
Industrials