Nasdaq USD
ClearBridge Appreciation I (SAPYX)
At close: November 5 at 6:46 PM EST
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9/21 12:03 PM
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36.35 - YTD Return 20.18%
- Expense Ratio 0.64%
- Category Large Blend
- Last Cap Gain 66.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 8.98B
- Beta (5Y Monthly) 0.87
- Yield 0.78%
- 5y Average Return --
- Holdings Turnover 13.00%
- Last Dividend 0.30
- Inception Date Mar 10, 1970
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 Investments
Fund Family
Large Blend
Fund Category
8.98B
Net Assets
1970-03-10
Inception Date
Performance Overview: SAPYX
View MoreTrailing returns as of 11/4/2024. Category is Large Blend.
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Holdings: SAPYX
View MoreTop 10 Holdings (37.70% of Total Assets)
Sector Weightings
SectorSAPYX
Technology 28.80%
Financial Services 16.28%
Healthcare 12.63%
Communication Services 8.97%
Industrials 8.39%
Consumer Cyclical 6.99%
Consumer Defensive 6.73%
Energy 4.38%
Basic Materials 4.16%
Utilities 1.38%
Real Estate 1.27%
Recent News: SAPYX
View MoreResearch Reports: SAPYX
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FELIX Fidelity Advisor Semiconductors I
93.91
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80.84
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FIKGX Fidelity Advisor Semiconductors Z
94.17
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146.37
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148.55
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KNPCX Kinetics Paradigm Adv C
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KNPAX Kinetics Paradigm Adv A
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LSHUX Kinetics Spin-Off and Corp Rest Instl
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CSCRX Columbia Small Cap Growth Inst2
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LSHAX Kinetics Spin-Off and Corp Rest Adv A
36.85
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LSHCX Kinetics Spin-Off and Corp Rest Adv C
33.09
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CHHRX Columbia Small Cap Growth Adv
30.50
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CSGYX Columbia Small Cap Growth Inst3
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CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
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KSCOX Kinetics Small Cap Opportunities No Load
187.91
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KSCYX Kinetics Small Cap Opportunities Inst
192.75
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KSOCX Kinetics Small Cap Opportunities Adv C
168.20
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KMKAX Kinetics Market Opportunities Adv A
75.84
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KMKYX Kinetics Market Opportunities Inst
78.70
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KMKNX Kinetics Market Opportunities No Load
77.31
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KMKCX Kinetics Market Opportunities Adv C
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