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SHAPX
Mutual Fund ticker: NASDAQ
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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

Profile

Category
Large Blend
Address
LEGG MASON & CO., LLC620 EIGHTH AVENUE, 49TH FLOORNew York
Phone
1-877-721-1926
Web
http://www.leggmason.com/

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.93
Min. Initial Investment
1000.00
Fund Existence
about 55 years
Turnover
17.00
Front Load
5.50
Net Assets
8476407000.00
Manager Tenure
N/A

Fundamentals

SHAPX
Net Assets
8.48B
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
No
Fund Share Class Net Assets
7.03B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.55
Modified Duration
N/A
No Load Fund
No
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
-3.172
Annual Yield % from dividends
0.48
Returns for 1 year
-1.28
Returns for 3 years
6.22
Returns for 5 years
67.28
Returns for 10 years
72.94
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
LEGG MASON & CO., LLC620 EIGHTH AVENUE, 49TH FLOORNew York
Phone
1-877-721-1926
Web
http://www.leggmason.com/