| 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 |
Expense Ratio Rating
4 /10
Expense Rating
1 /10
Market Score
9 /10
Category Score
10 /10
Market Size
9 /10
$SHAPX Alternatives
56%
FI Score
- shapx
- Mutual Fund
- US Stocks
- Large Blend
ClearBridge Appreciation Fund Class A
Expenses: 0.95% (Better than 0% of similar funds)
This is an OK choice for a Large Blend US Stocks fund. See why ยป