SHAPX

AS OF

Aug 21 closing price

Price

$37.50

Change

+$0.10 (+0.27%)

Net Assets

9.8B

Intraday BUY SELL Signals

OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

+Compare

SHAPX

Mutual Fund ticker: NASDAQ

AS OF

Aug 21 closing price

Price

$37.50

Change

+$0.10 (+0.27%)

Net Assets

9.8B

SHAPX ClearBridge Appreciation A Forecast, Technical & Fundamental Analysis

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

Category: #Large Blend

Interact to see
Advertisement

A.I.Advisor

published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ).

Industry description

The investment seeks to provide long-term appreciation of shareholders' capital. The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20% of its net assets in the equity securities of foreign issuers.

Market Cap

The average market capitalization across the ClearBridge Appreciation A MF is 1.81T. The market cap for tickers in the group ranges from 651.25B to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is JNJ at 651.25B.

Volume

The average weekly volume growth across all stocks in the ClearBridge Appreciation A MF was 28%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was -59%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 58

P/E Growth Rating: 54

Price Growth Rating: 39

SMR Rating: 24

Profit Risk Rating: 30

Seasonality Score: -43 (-100 ... +100)

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

A.I. Advisor

published General Information

General Information

Category LargeBlend

Profile

Details

	1 Day
IEGCX	21.86	0.24	+1.11%
Invesco International Small Company C
MKVFX	19.90	0.14	+0.71%
MFS International Value R3
SIMYX	15.07	0.10	+0.67%
SEI Tax-Managed Intl Mgd Vol Y (SIMT)
ACFDX	77.58	0.49	+0.64%
American Century Focused Dynamic Gr A
RYUIX	66.10	-1.44	-2.13%
Rydex Utilities Inv

SHAPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SHAPX has been closely correlated with VFFSX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if SHAPX jumps, then VFFSX could also see price increases.

Ticker / NAME	Correlation To SHAPX	1D Price Change %
SHAPX	100%	+0.27%
VFFSX - SHAPX	88% Closely correlated	+0.44%
FXAIX - SHAPX	80% Closely correlated	N/A
FWWMX - SHAPX	79% Closely correlated	+0.51%
RWMFX - SHAPX	79% Closely correlated	+0.51%
FWMMX - SHAPX	79% Closely correlated	+0.51%
More