A third comanager was added to ClearBridge Appreciation, a move that helps set up the next generation of leadership on the strategy. Its Morningstar Analyst Ratings remain in a range of Silver to Neutral, depending on fees.
NAV / 1-Day Return
30.27 / 0.10 %
Adj. Expense Ratio
Longest Manager Tenure
Investment StyleLarge Blend
Min. Initial Investment
Morningstar’s Fund Analysis SHAPX
Will SHAPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.