ClearBridge Appreciation’s seasoned managers’ long-term, risk-focused investment approach earns Morningstar Analyst Ratings ranging from Silver to Neutral, depending on share-class fees.
Will SHAPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SHAPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SHAPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SHAPX’s parent organization’s priorities and whether they’re in line with investors’ interests.