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ClearBridge Appreciation I (SAPYX)

36.96 -0.19 (-0.51%)

At close: 8:07:18 PM EST

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Previous Close 37.15
YTD Return 6.84%
Expense Ratio 0.67%
Category Large Blend
Last Cap Gain 74.00
Morningstar Rating
★ ★ ★ ★ ★
Morningstar Risk Rating Below Average
Net Assets 9.6B
Beta (5Y Monthly) 0.80
Yield 0.49%
5y Average Return --
Holdings Turnover 28.00%
Last Dividend 0.20
Inception Date Aug 4, 2008

The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20% of its net assets in the equity securities of foreign issuers.

Franklin Templeton, Inc

Fund Family

Large Blend

Fund Category

9.6B

Net Assets

2008-08-04

Inception Date

Trailing returns as of 10/29/2026. Category is Large Blend.

YTD Return

SAPYX

6.84%

Category

5.31%

1-Year Return

SAPYX

7.95%

Category

20.31%

3-Year Return

SAPYX

18.05%

Category

6.48%

5-Year Return

SAPYX

11.61%

Category

11.78%

SAIFX ClearBridge Large Cap Value I

44.32 -0.05%

SAGYX ClearBridge Growth I

130.07 -0.84%

JPDVX JPMorgan Diversified L

15.67 -0.13%

DPWRX BNY Mellon Worldwide Growth I

67.27 -0.22%

ARSTX Nuveen Small Cap Select I

17.63 -0.40%

Sector Weightings

Sector SAPYX

Technology 35.53%

Financial Services 11.48%

Communication Services 9.90%

Healthcare 8.72%

Consumer Cyclical 7.45%

Industrials 7.44%

Energy 6.69%

Consumer Defensive 6.00%

Basic Materials 4.30%

Utilities 1.72%

Real Estate 0.77%

U.S. markets open in 6h 44m

ClearBridge Appreciation I (SAPYX)

-0.19%

-0.73%

2.98%

7.50%

-6.17%

5.90%

83.70%

205.45%

ClearBridge Appreciation I Overview Franklin Templeton, Inc / Large Blend

Fund Family

Fund Category

Net Assets

Inception Date

Performance Overview

YTD Return

1-Year Return

3-Year Return

5-Year Return

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Holdings

Sector Weightings

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