Nasdaq - Delayed Quote USD

ClearBridge Appreciation FI (LMPIX)

37.98 +0.04 (+0.11%)
At close: 8:00 PM EDT
Loading Chart for LMPIX
DELL
  • Previous Close 37.94
  • YTD Return 19.88%
  • Expense Ratio 1.05%
  • Category Large Blend
  • Last Cap Gain 66.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 8.98B
  • Beta (5Y Monthly) 0.87
  • Yield 0.47%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.18
  • Inception Date Mar 10, 1970

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

8.98B

Net Assets

1970-03-10

Inception Date

Performance Overview: LMPIX

View More

Trailing returns as of 10/22/2024. Category is Large Blend.

YTD Return

LMPIX
19.88%
Category
5.31%
?

1-Year Return

LMPIX
31.12%
Category
20.31%
?

3-Year Return

LMPIX
11.09%
Category
6.48%
?

5-Year Return

LMPIX
13.75%
Category
11.78%
?

People Also Watch

Holdings: LMPIX

View More

Top 10 Holdings (37.70% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 8.20%
AAPL
Apple Inc. 5.98%
NVDA
NVIDIA Corporation 4.12%
AMZN
Amazon.com, Inc. 3.87%
BRK.A
BRK.A 3.27%
JPM
JPMorgan Chase & Co. 2.62%
WMT
Walmart Inc. 2.60%
V
Visa Inc. 2.56%
META
Meta Platforms, Inc. 2.24%
LLY
Eli Lilly and Company 2.24%

Sector Weightings

Recent News: LMPIX

View More

Research Reports: LMPIX

View More

Top Mutual Funds