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.
- NAV / 1-Day Return 29.61 / 0.20 %
- Total Assets 7.0 Bil
-
Adj. Expense Ratio
0.930%
- Expense Ratio 0.930%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.69%
- Turnover 9%
Morningstar’s Analysis SHAPX
Will SHAPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- 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