LMPPX – ClearBridge Appreciation R Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term appreciation of shareholders' capital. The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20% of its net assets in the equity securities of foreign issuers.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LMPIX	ClearBridge Appreciation Fund Class FI	No Load	Open			Dec 19, 2008	$1.22M	1.020%	Above Average	$0	−$826,126.52
SAPYX	ClearBridge Appreciation Fund Class I	Institutional	Open			Jan 30, 1996	$951.98M	0.670%	Average	$1M	−$173.78M
LMESX	ClearBridge Appreciation Fund Class IS	Institutional	Open			Aug 4, 2008	$392.37M	0.550%	Below Average	$1M	−$117.71M
SHAPX	ClearBridge Appreciation Fund Class A	Front Load	Open			Mar 10, 1970	$8.24B	0.910%	Below Average	$1,000	−$403.39M
SAPCX	ClearBridge Appreciation Fund Class C	Level Load	Open			Feb 4, 1993	$43.62M	1.660%	Average	$1,000	−$11.38M
LMPPX	ClearBridge Appreciation Fund Class R	Retirement, Medium	Open			Dec 28, 2006	$23.94M	1.240%	Above Average	$0	−$1.66M

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