SAPYX : ClearBridge Appreciation Fund Class I

SAPYX is a US Stocks Market Large Blend with MODERATE fees.

SAPYX

ClearBridge Appreciation Fund Class I

FI Score

69 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

9 /10

Category Score

10 /10

Market Size

9 /10

69% FI Score
  • sapyx
  • Mutual Fund
  • US Stocks
  • Large Blend

ClearBridge Appreciation Fund Class I

Expenses: 0.66% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
7.96% Microsoft Corp
4.54% Apple Inc
3.45% Berkshire Hathaway Inc A
3.21% Visa Inc Class A
3.11% JPMorgan Chase & Co
2.87% Amazon.com Inc
2.83% Comcast Corp Class A
2.71% Adobe Inc
2.61% The Home Depot Inc
2.54% Merck & Co Inc
2.48% Johnson & Johnson
2.35% Facebook Inc A
2.27% Walmart Inc
2.09% UnitedHealth Group Inc
2.05% Honeywell International Inc
2.01% American Tower Corp
1.97% Thermo Fisher Scientific Inc
1.79% The Walt Disney Co
1.78% Automatic Data Processing Inc
1.60% Raytheon Co
1.60% PPG Industries Inc
1.59% Medtronic PLC
1.57% Procter & Gamble Co
1.57% Air Products & Chemicals Inc
1.51% The Travelers Companies Inc

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