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ClearBridge Appreciation A SHAPX

Analyst rating as of
NAV / 1-Day Return
34.46  /  0.06 %
Total Assets
7.9 Bil
Adj. Expense Ratio
0.950%
Expense Ratio
0.950%
Fee Level
Below Average
Longest Manager Tenure
19.82 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.67%
Turnover
12%
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Morningstar’s Analysis

Will SHAPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A consistent, conservative process that rewards investors over time.

Summary

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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.

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