Clearbridge Appreciation Fund Quote
| SHAPX Fund | USD 34.36 0.49 1.45% |
PerformanceVery Weak
| Odds Of DistressLow
|
Clearbridge Appreciation is trading at 34.36 as of the 25th of March 2025; that is 1.45% up since the beginning of the trading day. The fund's open price was 33.87. Clearbridge Appreciation has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20 percent of its net assets in the equity securities of foreign issuers.. More on Clearbridge Appreciation Fund
Moving against Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Large Blend, Franklin Templeton Investments, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Clearbridge Appreciation Fund [SHAPX] is traded in USA and was established 25th of March 2025. Clearbridge Appreciation is listed under Franklin Templeton Investments category by Fama And French industry classification. 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 2.22% with the current yeild of 0.0%, while the total return for the last 3 years was 9.54%.
Check Clearbridge Appreciation Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Appreciation Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clearbridge Appreciation Fund Mutual Fund Constituents
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TRV | The Travelers Companies | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Clearbridge Appreciation Risk Profiles
| Mean Deviation | 0.7344 | |||
| Standard Deviation | 0.9401 | |||
| Variance | 0.8838 | |||
| Risk Adjusted Performance | (0.05) |
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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