Clearbridge Appreciation Fund Quote

SHAPX Fund  USD 34.30  0.50  1.48%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Clearbridge Appreciation is trading at 34.30 as of the 4th of May 2025; that is 1.48% up since the beginning of the trading day. The fund's open price was 33.8. 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 3rd of February 2025 and ending today, the 4th of May 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

  1.0VTSAX Vanguard Total StockPairCorr
  1.0VFIAX Vanguard 500 IndexPairCorr
  1.0VTSMX Vanguard Total StockPairCorr
  1.0VITSX Vanguard Total StockPairCorr
  1.0VSMPX Vanguard Total StockPairCorr
  1.0VSTSX Vanguard Total StockPairCorr

CLEARBRIDGE Mutual Fund Highlights

Fund ConcentrationLarge Blend, Franklin Templeton Investments, Large Blend, Large Blend (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Clearbridge Appreciation Fund [SHAPX] is traded in USA and was established 4th of May 2025. 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 9.99%.
Check Clearbridge Appreciation Probability Of Bankruptcy

Instrument Allocation

Top Clearbridge Appreciation Fund Mutual Fund Constituents

ADBEAdobe Systems IncorporatedStockInformation Technology
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
TRVThe Travelers CompaniesStockFinancials
TMOThermo Fisher ScientificStockHealth Care
MSFTMicrosoftStockInformation Technology
MRKMerck CompanyStockHealth Care
JPMJPMorgan Chase CoStockFinancials
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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