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Feb 9: 12.00  Up 0.12 (1.01%)  

Legg Mason ClearBridge Appreciation A (SHAPX)

LEGG MASON CLEARBRIDGE APPRECIA

Net Asset Value:12.00
Trade Time:Feb 9
Change:Up 0.12 (1.01%)
Prev Close:12.00
YTD Return*:-2.59%
Net Assets*:2.64B
Yield*:1.57%

* As of 31-Jan-10

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Legg Mason ClearBridge Appreciation A (SHAPX)

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Fund Basics

Morningstar Overall Rating:
Total Assets:2.64B
Category:Large Blend
Total Expense Ratio:1.00%
Fund Profile | Holdings

Performance & Risk

YTD Return:-2.59%
5y Avg Return:1.84%
Rank in Category (ytd):127
% Rank in Category (ytd):5.96%
Beta (3y):0.82
Morningstar Risk Rating:Low
Performance Details | Risk Details

Fund Summary

The investment seeks 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. Equity securities include exchange-traded and over-the-counter common stocks and preferred stocks, debt securities convertible into equity securities, and warrants and rights relating to equity securities. The fund may invest up to 20% of net assets in the securities of foreign issuers. View More
Fund Profile

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