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Clearbridge Appreciation Fund Cl R: (MF: LMPPX)

(NASDAQ Mutual Funds) As of Feb 13, 2026 05:47 PM ET

$35.11 USD

-0.05 (-0.14%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.13 38
3 months 1.92 47
6 months 6.93 55
1 Year 13.01 37
3 Year 17.81 41
5 Year 13.07 28
10 Year 13.34 45

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -42.14
Bull Market (2/09 - 3/21) 816.32

Load Adjusted Returns as of Jan 31, 2026

1 Year 13.90
5 Year 12.15
10 Year 12.71
Since Inception 9.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.25 10.26 5.83 0.89
2024 11.05 3.00 4.59 1.98
2023 4.12 8.17 -3.33 9.33
2022 -4.21 -12.77 -4.76 9.43
2021 4.71 7.94 -0.58 9.59

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.1213.9022.0219.04-12.9323.1514.1429.38-2.4919.148.72
% Total Return Rel to Index 0.00-4.31-3.00-7.205.27-5.53-4.25-2.101.89-2.64-3.21
% Total Return Rel to Peer 0.001.192.62-3.956.761.09-5.770.954.36-1.520.90
% Perf Quintile vs Peer* 0.000.000.003.002.003.004.003.002.004.003.00
% Dividends 0.000.000.030.090.120.010.120.180.140.120.14
% Yield NA0.000.090.000.420.040.420.650.620.470.67
Capital Gains ($) 0.004.772.951.072.152.010.971.571.211.200.48
Expense Ratio 0.001.241.241.261.261.271.271.281.281.291.29

* 1 = Top 20%, 5 = Bottom 20%