Clearbridge Appreciation Fund Fact Sheet

Clearbridge Appreciation Fund Fact Sheet – $31.1 n/a n/a expenses operating fees expense ratio 0.93% sales fees front load 5.75% The fund invests primarily in equity securities of u.s. Fund characteristics fund benchmark total net assets $6.94 billion number of holdings 73 503 average market cap (millions usd) $636,888 $609,297 price to book 7.03x. Clearbridge appreciation fund investment overview invests primarily in equity securities of u.s.

Investment style (stocks) market cap: Latest clearbridge appreciation fund class a (shapx) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and. Product overview including investment objective; Learn how it impacts everything we do.

Clearbridge Appreciation Fund Fact Sheet

53.43% 76 9% general information lipper classification: Typically focusing on medium and large cap companies,. Past performance and holdings details.

These data enable an investor. Evaluate stocks through proprietary research, pinpointing companies with dominant market positions, proven management teams and superior balance sheets. Clearbridge appreciation fund blend| fact sheet as of june 30, 2022 notfdicinsured|maylosevalue|nobankguarantee investment overview invests.

Fact sheet key information document view all as of 12/01/2024 nav $335.13 nav change $0.49 (0.15%) as of 31/12/2023 morningstar overall rating™ 1.

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