Dow Up 0.35% Nasdaq Down 0.02%

ClearBridge Appreciation A (SHAPX)

20.62 Up 0.05(0.24%) Aug 20
Prev Close:20.57
YTD Return*:3.26%
Net Assets*:5.46B
Yield*:0.85%

* As of 31-Jul-14

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

Top Holdings

Symbol% AssetsYTD Return %
DIS3.1611.75
CMCSA3.063.61
AAPL2.9821.07
TRV2.870.13
XOM2.81-1.07

Fund Basics

Morningstar Overall Rating:
Total Assets:5.46B
Category:Large Blend
Annual Report Expense Ratio (net):1.02%

Performance & Risk

YTD Return:3.26%
5y Avg Return:14.54%
Rank in Category (ytd):79
% Rank in Category (ytd):4.82%
Beta (3y):0.91
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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