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.
Will SAPCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SAPCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SAPCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SAPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.