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Clearbridge Appreciation Fund Class A: (MF: SHAPX)

(NASDAQ Mutual Funds) As of Oct 16, 2025 05:41 PM ET

$38.85 USD

-0.48 (-1.22%)

Zacks MF Rank

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

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4-Sell of 5       4  

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Zacks Premium Research for SHAPX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

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 A SHAPX 5.50 NA 0.00 0.25 0.54 0.91

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Legg Mason ClrBrdg Apprectn A SHAPX 39.06 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 38.66 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 A SHAPX 1000 50 250 A

Contact Information

Family Franklin
Address One Franklin Parkway
San Mateo, CA 94403
Phone 800 342-5236