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ClearBridge Appreciation A SHAPX

Analyst rating as of
NAV / 1-Day Return
29.18  /  0.00
Total Assets
6.8 Bil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
Below Average
Longest Manager Tenure
20.38 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.53%
Turnover
6%
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Morningstar’s Analysis

Will SHAPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Steady long-run option.

Summary

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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.

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