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ClearBridge Appreciation A

SHAPX
20.24
+0.15
+0.74%
5/2/2016
5 Years
  • Previous Close

    20.09

  • Net Assets

    3.61B

  • Yield

    0.93%

  • Front load

    5.75

  • Expenses

    0.98%

  • Category

    Large Blend

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Legg Mason

Fund Style

Open

Fund Manager

Scott Glasser

Investment Style

Large Blend

The investment seeks to provide long-term appreciation of shareholders' capital. 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.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 250
Initial Purchase: AIP 50

Inception

3/10/1970

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