Skip to Content

ClearBridge Appreciation A SHAPX

Analyst rating as of
NAV / 1-Day Return
28.79  /  0.66 %
Total Assets
7.1 Bil
Adj. Expense Ratio
0.950%
Expense Ratio
0.950%
Fee Level
Below Average
Longest Manager Tenure
19.16 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.75%
Turnover
12%
Premium

Morningstar’s Analysis

Will SHAPX outperform in future?

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

Seasoned investors with a prudent approach.

Analyst

Summary

| |

ClearBridge Appreciation’s stable management team and conservative, long-term approach earn it Morningstar Analyst Ratings ranging from Neutral to Silver depending on fees.

Unlock our full analysis with Morningstar Premium