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Clearbridge Appreciation Fund Class I: (MF: SAPYX)
(NASDAQ Mutual Funds) As of Oct 20, 2025 06:12 PM ET
$39.12 USD
+0.37 (0.95%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in March 1970 and is managed by Smith Barney Fund Management. The objective of the fund is to seek long-term capital appreciation. The fund invests in U.S. growth and value stocks, primarily blue-chip companies that are dominant in their industries. Investments are selected from among a core base of stocks with a strong financial history, recognized industry leadership, and effective management teams that strive to earn consistent returns for shareholders. The fund generally pays dividends and makes capital gain distributions, if any, once a year, typically in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| ClearBridge Appreciation I | SAPYX | NA | NA | 0.00 | 0.00 | 0.54 | 0.67 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Legg Mason ClrBrdg Apprectn A | SHAPX | 39.39 | 3/10/1970 | 0.41 | 15.53 | 21.92 | 14.67 |
| Legg Mason ClrBrdg Apprectn C | SAPCX | 36.76 | 2/4/1993 | 0.00 | 14.67 | 21.04 | 13.83 |
| Legg Mason ClrBrdg Apprectn Y | SAPYX | 39.12 | 10/13/1995 | 0.62 | 15.82 | 22.25 | 14.98 |
| Legg Mason ClrBrdg Apprectn Is | LMESX | 38.91 | 8/5/2008 | 0.71 | 15.98 | 22.38 | 15.08 |
| Legg Mason ClrBrdg Apprectn R | LMPPX | 39.32 | 12/29/2006 | 0.08 | 15.14 | 21.52 | 14.28 |
| Legg Mason Part Appreciation Fd FI | LMPIX | 39.76 | 12/30/2008 | 0.33 | 15.41 | 21.83 | 14.58 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| ClearBridge Appreciation I | SAPYX | 1000000 | 0 | 1000000 | A |
Contact Information
| Family | Franklin |
| Address | One Franklin Parkway San Mateo, CA 94403 |
| Phone | 800 342-5236 |