SAPYX Rating, Research - Legg Mason Clearbridge Appreciation I

Legg Mason Clearbridge Appreciation I (sapyx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

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

BUY

SWOT Statistics

Strengths + Opportunities = 168

Threats + Weaknesses = 113

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

Fund Management Team

Fund Description Update

Legg Mason Clearbridge Appreciation I (SAPYX) Description: SAPYX is a mutual fund, which is an investment that owns a basket of assets. The SAPYX 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. SAPYXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. SAPYXs expense ratio is roughly 1%. The latest SAPYXs front end load was 0% and the back end load was 0%. The Legg Mason Clearbridge Appreciation I (SAPYX) mutual fund falls under the large-cap mixed category. SAPYX focuses its investments in USA and SAPYX is not affiliated with a particular industry or fund sector. The Legg Mason Clearbridge Appreciation I (SAPYX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SAPYXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SAPYXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long term growth of capital. The funds a "fund of funds", and invests in other mutual funds. Under normal market conditions, it allocates assets among the underlying funds based on asset allocation target ranges of 45-65% in U.S. equities and 35-55% in foreign equities. Equity securities include common stock, preferred stock, rights and warrants, and securities convertible into common stock. Foreign equities are securities of issuers outside of the United States, including issuers in emerging or developing markets.


Management Analysis Update


Performance Analysis Update