Morningstar

ClearBridge Appreciation Fund Class A SHAPX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $37.76  /  −0.42 %
  • Fund Size $9.7B
  • Adjusted Expense Ratio 0.910%
  • Net Expense Ratio 0.910%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.28%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis SHAPX

Will SHAPX outperform in the 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 SHAPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SHAPX 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 SHAPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Defensive by design.

Associate Analyst Natalia Arrigoni

Natalia Arrigoni

Associate Analyst

Summary

The strategy benefits from a capable duo and a patient process that have remained consistent over time, warranting Above Average People and Process ratings.

by Natalia Arrigoni
Rated on Published on

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Portfolio Holdings SHAPX

More SHAPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.70 931M
Technology

Apple Inc

8.39 805M
Technology

Alphabet Inc Class A

5.89 565M
Communication Services

Microsoft Corp

4.69 450M
Technology

Amazon.com Inc

4.65 447M
Consumer Cyclical

JPMorgan Chase & Co

2.72 261M
Financial Services

Eli Lilly and Co

2.69 258M
Healthcare

Johnson & Johnson

2.33 224M
Healthcare

Thermo Fisher Scientific Inc

2.32 222M
Healthcare

Advanced Micro Devices Inc

2.30 221M
Technology

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