Nasdaq - Delayed Quote USD

ClearBridge Appreciation I (SAPYX)

33.84
-0.02
(-0.06%)
At close: May 9 at 8:04:25 PM EDT
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  • Previous Close 33.86
  • YTD Return -3.12%
  • Expense Ratio 0.65%
  • Category Large Blend
  • Last Cap Gain 73.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 8.43B
  • Beta (5Y Monthly) 0.88
  • Yield 0.73%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.26
  • Inception Date Jan 30, 1996

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% of its net assets in the equity securities of foreign issuers.

Franklin Templeton Investments

Fund Family

Large Blend

Fund Category

8.43B

Net Assets

1996-01-30

Inception Date

More about ClearBridge Appreciation I

Performance Overview: SAPYX

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Trailing returns as of 5/8/2025. Category is Large Blend.

YTD Return

SAPYX
3.12%
Category
5.31%
 

1-Year Return

SAPYX
11.57%
Category
20.31%
 

3-Year Return

SAPYX
11.82%
Category
6.48%
 

5-Year Return

SAPYX
14.73%
Category
11.78%
 

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Holdings: SAPYX

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Sector Weightings

SectorSAPYX
Technology   25.23%
Financial Services   18.18%
Healthcare   9.99%
Communication Services   9.79%
Industrials   8.73%
Consumer Cyclical   8.39%
Consumer Defensive   7.61%
Energy   4.66%
Basic Materials   4.46%
Utilities   1.70%
Real Estate   1.28%
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Recent News: SAPYX

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Research Reports: SAPYX

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