WebbThe fund seeks capital appreciation by investing in U.S. companies. The fund seeks to balance between portfolio risk and upside growth potential through a careful stock … WebbThe Fund invests at least 80% of its net assets in equity securities, with an emphasis on common stocks with an attractive dividend profile. The Fund may invest up to 20% of its …
Summary Prospectus CLEARBRIDGE APPRECIATION FUND
Webb22 feb. 2024 · ClearBridge Appreciation A SHAPX Price Morningstar Analyst Rating Analyst rating as of Feb 22, 2024 See Franklin Templeton Investment Hub Quote Chart … WebbImportant Disclaimer: Though Ticker is a very useful tool for stock analysis and stock research, it in no way recommends the fair value of the companies (since that is always subjective). Informed decision making and taking only calculated risk is recommended for you to make the most out of equity investing. philhealth z morph
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Webb28 feb. 2024 · 0 SHAPX 100% Fund Category Average Others 0.00% 1.09% Domestic Bond 0.00% 0.84% Domestic Stock 95.57% 94.78% Foreign Stock 2.46% 2.83% Foreign Bond 0.00% 0.00% Convertibles 0.00% 0.00% Cash 1.97% 0.45% Preferred Stock 0.00% 0.01% Top 10 Holdings 3 AS OF 12/31/2024 33.73% of Total Portfolio Symbol Weight Symbol … Webb7 apr. 2024 · SHAPX has 77 stock holdings and 0 bond holdings . The top 10 holdings represent 33.72% of total assets. Here are the top holdings : 3. What is SHAPX performance? What are SHAPX historical returns? SHAPX has generated the following returns: 1-month return is 5.72% ; 3-month return is -3.00% ; 1-year return is -11.94% ; 3 … WebbSHRAX Overview Market Screener Mutual Fund Screener Sectors SHRAX U.S.: Nasdaq ClearBridge Aggressive Growth Fund;A Watch list Last Updated: Mar 30, 2024 $ 101.62 0.67 0.66% Previous Close... phil healy