Clearbridge Appreciation Fund Quote

SAPYX Fund  USD 38.31  0.10  0.26%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Clearbridge Appreciation is trading at 38.31 as of the 29th of November 2024; that is 0.26 percent decrease since the beginning of the trading day. The fund's open price was 38.41. Clearbridge Appreciation has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Clearbridge Appreciation Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests primarily in equity securities of U.S. companies. Clearbridge Appreciation is traded on NASDAQ Exchange in the United States. More on Clearbridge Appreciation Fund

Moving together with Clearbridge Mutual Fund

  0.78VTSAX Vanguard Total StockPairCorr
  0.77VFIAX Vanguard 500 IndexPairCorr
  0.78VTSMX Vanguard Total StockPairCorr
  0.78VITSX Vanguard Total StockPairCorr
  0.78VSMPX Vanguard Total StockPairCorr
  0.78VSTSX Vanguard Total StockPairCorr

Moving against Clearbridge Mutual Fund

  0.66JNJ Johnson Johnson Fiscal Year End 28th of January 2025 PairCorr
  0.59PFE Pfizer Inc Aggressive PushPairCorr
  0.34BA Boeing Fiscal Year End 29th of January 2025 PairCorr

Clearbridge Mutual Fund Highlights

Fund ConcentrationLarge Blend, Franklin Templeton Investments (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Clearbridge Appreciation Fund [SAPYX] is traded in USA and was established 29th of November 2024. The fund is listed under Large Blend category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 7.32 B in assets with no minimum investment requirementsClearbridge Appreciation is currently producing year-to-date (YTD) return of 24.54% with the current yeild of 0.01%, while the total return for the last 3 years was 9.99%.
Check Clearbridge Appreciation Probability Of Bankruptcy

Instrument Allocation

Top Clearbridge Appreciation Fund Mutual Fund Constituents

PPGPPG IndustriesStockMaterials
ADBEAdobe Systems IncorporatedStockInformation Technology
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
TRVThe Travelers CompaniesStockFinancials
TMOThermo Fisher ScientificStockHealth Care
MSFTMicrosoftStockInformation Technology
MRKMerck CompanyStockHealth Care
More Details

Clearbridge Appreciation Risk Profiles

Clearbridge Appreciation Against Markets

Other Information on Investing in Clearbridge Mutual Fund

Clearbridge Appreciation financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Appreciation security.
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