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ClearBridge Appreciation A SHAPX

Analyst rating as of
NAV / 1-Day Return
27.72  /  1.14 %
Total Assets
6.4 Bil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
Below Average
Longest Manager Tenure
20.77 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.58%
Turnover
6%

Morningstar’s Fund Analysis SHAPX

Will SHAPX outperform in future?

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A Comanager Is Added to ClearBridge Appreciation; Ratings Unchanged

Analyst Note

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A third comanager was added to ClearBridge Appreciation, a move that helps set up the next generation of leadership on the strategy. Its Morningstar Analyst Ratings remain in a range of Silver to Neutral, depending on fees.

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