The strategy benefits from a capable duo and a patient process that have remained consistent over time, warranting Above Average People and Process ratings.
ClearBridge Appreciation Fund Class R LMPPX
- NAV / 1-Day Return 36.27 / −1.09 %
- Total Assets 9.7B
-
Adj. Expense Ratio
1.240%
- Expense Ratio 1.240%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 28%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:41 AM GMT+0
Morningstar’s Analysis LMPPX
Will LMPPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LMPPX 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 LMPPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 9.12 | 893M | Technology |
Apple Inc | 7.01 | 687M | Technology |
Alphabet Inc Class A | 6.58 | 644M | Communication Services |
Amazon.com Inc | 4.51 | 442M | Consumer Cyclical |
Microsoft Corp | 4.19 | 410M | Technology |
Broadcom Inc | 3.77 | 369M | Technology |
Eli Lilly and Co | 2.61 | 255M | Healthcare |
Netflix Inc | 2.56 | 251M | Communication Services |
JPMorgan Chase & Co | 2.50 | 245M | Financial Services |
ASML Holding NV ADR | 2.13 | 209M | Technology |
United States