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ClearBridge Appreciation C (SAPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.64-0.01 (-0.03%)
At close: 08:01PM EDT

ClearBridge Appreciation C

New York, NY 10041

620 EIGHTH AVENUE, 49TH FLOOR

LEGG MASON & CO., LLC

1-877-721-1926
Management information
Michael A. Kagan,Lead manager since 5 August 2009
"Michael manages the Large Cap Core strategy and co-manages the Appreciation strategy. He joined a predecessor organization in 1994 and has 29 years of investment industry experience. Michael is a member of the ClearBridge Management, Proxy and Brokerage Committees. Michael previously was employed as an equity analyst for Zweig Advisors and was portfolio manager of the Fidelity Select Construction and Housing Fund at Fidelity Investments. Michael received his BA in Economics from Harvard College and attended the Massachusetts Institute of Technology Sloan School of Management. "
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyFranklin Templeton Investments
Net assets8.58B
YTD return11.15%
Yield0.00%
Morningstar rating★★★
Inception date9 Mar 1970

Fund operations

Last dividend0.02
Last cap gain66.00
Holdings turnover13.00%
Average for categoryN/A

Fees and expenses

ExpenseSAPCXCategory average
Annual report expense ratio (net)1.65%0.78%
Prospectus net expense ratio1.65%N/A
Prospectus gross expense ratio1.65%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A