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    ClearBridge Appreciation A (SHAPX)

    20.81 Down 0.03(0.14%) Jul 2
    Prev Close:20.84
    YTD Return*:2.44%
    Net Assets*:5.71B
    Yield*:0.82%

    * As of 31-May-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ยป More Headlines for SHAPX

    Top Holdings

    Symbol% AssetsYTD Return %
    DIS3.80N/A
    AAPL3.40N/A
    CMCSA3.17N/A
    TRV2.88N/A
    HD2.78N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.71B
    Category:Large Blend
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:2.44%
    5y Avg Return:14.76%
    Rank in Category (ytd):71
    % Rank in Category (ytd):4.28%
    Beta (3y):0.98
    Morningstar Risk Rating:1

    Fund Summary

    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. View More
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