ClearBridge Appreciation’s seasoned managers’ long-term, risk-focused investment approach earns Morningstar Analyst Ratings ranging from Silver to Neutral, depending on share-class fees.
ClearBridge Appreciation R LMPPX
NAV / 1-Day Return
30.46
/
1.70
%
Total Assets
7.0 Bil
Adj. Expense Ratio
1.270%
Expense Ratio
1.270%
Fee Level
Above Average
Longest Manager Tenure
20.61
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
0.05%
Turnover
6%
Morningstar’s Fund Analysis LMPPX
Will LMPPX 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 LMPPX’s performance objective and investment process is for both security selection and portfolio construction.
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.
Steady long-run option.
