Clearbridge Appreciation Fund Quote

SAPYX Fund  USD 37.12  0.05  0.13%   

Performance

Very Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Clearbridge Appreciation is trading at 37.12 as of the 19th of July 2025; that is 0.13 percent decrease since the beginning of the trading day. The fund's open price was 37.17. Clearbridge Appreciation has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. 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

  0.85TEBIX Franklin Mutual BeaconPairCorr
  0.7TEDMX Templeton DevelopingPairCorr
  0.7TEDIX Franklin Mutual GlobalPairCorr
  0.85TEDSX Franklin Mutual GlobalPairCorr
  0.69TEDRX Franklin Mutual GlobalPairCorr
  0.68TEFRX Templeton ForeignPairCorr

Clearbridge Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Blend Funds, Large Blend, Franklin Templeton Investments (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Clearbridge Appreciation Fund [SAPYX] is traded in USA and was established 19th of July 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 7.69% with the current yeild of 0.01%, while the total return for the last 3 years was 17.28%.
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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