SAPBX Rating, Research - Legg Mason Clearbridge Appreciation B

Legg Mason Clearbridge Appreciation B (sapbx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 155

Threats + Weaknesses = 99

When strengths & opportunities substantially exceed threats & weaknesses an investment in the sapbx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Legg Mason Clearbridge Appreciation B (SAPBX) Description: SAPBX is a mutual fund, which is an investment that owns a basket of assets. The SAPBX mutual fund was provided by Legg Mason and this investment vehicle derives the majority of its value from equity holdings (stocks). Legg Masons mutual fund has a long management tenure and is in the average fund size classification. SAPBXs minimum initial investment amount is $1000 while the IRA minimum is $250. SAPBXs expense ratio is roughly 2%. The latest SAPBXs front end load was 0% and the back end load was 5%. The Legg Mason Clearbridge Appreciation B (SAPBX) mutual fund falls under the large-cap mixed category. SAPBX focuses its investments in USA and SAPBX is not affiliated with a particular industry or fund sector. The Legg Mason Clearbridge Appreciation B (SAPBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SAPBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SAPBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fundses a disciplined portfolio construction process whereby it weights each sector and industry approximately the same as the S&P 500 Index. It may also purchase stocks (see stock research) that are not in the S&P 500 Index, but at least 80% of assets normally are invested in stocks (see stock research) that are in the Index. The fund generally remains fully invested (less than 5% cash reserves) and seeks to be sector neutral when compared to the Index. Its majority of assets are invested in large-capitalization U.S. common stocks (see stock research), small-and mid-capitalization and foreign stocks (see stock research) may also be purchased in keeping with fund objectives.

Management Analysis Update

Performance Analysis Update