ClearBridge Appreciation Fund Class A (SHAPX)

$33.92
F Fund
+ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Mega Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
ClearBridge Appreciation Fund Class A 33 0.96 10.09% -7.41% 1.02%
U.S. Mega Cap 33 0.96 10.40% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 10.06% 10.14% -0.08%
Year-to-Date 10.09% 10.40% -0.31%
1 Year 24.75% 0.00% 24.75%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

33%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.02%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,282

Real cost (fees + lost compounding)

$1,587

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-5.11%