SHAPX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

ClearBridge Appreciation A (SHAPX) Ownership - Who owns ClearBridge Appreciation A?

The investment seeks to provide long-term appreciation of shareholders' capital... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SHAPX

Net Assets

8.14B

Fund Existence

about 55 years

Turnover

17.00

Total Expense Ratio

0.93

Front Load

5.50%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.93

Assets in Top Ten Holdings

2.78B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

6.75B

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

N/A

No Load Fund

Number of Long Holdings

66.00

Number of Net Holdings

67.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

39.33%

Gain YTD

-6.632

Annual Yield % from dividends

0.48

Returns for 1 year

-2.00

Returns for 3 years

7.63

Returns for 5 years

45.37

Returns for 10 years

63.91

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General Information

Category LargeBlend

Profile

Fundamentals

Details