SHAPX Rating, Research - Legg Mason Clearbridge Appreciation A

Legg Mason Clearbridge Appreciation A (shapx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 137

Threats + Weaknesses = 88

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

Fund Management Team

Fund Description Update

Legg Mason Clearbridge Appreciation A (SHAPX) Description: SHAPX is a mutual fund, which is an investment that owns a basket of assets. The SHAPX 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 large fund size classification. SHAPXs minimum initial investment amount is $1000 while the IRA minimum is $250. SHAPXs expense ratio is roughly 1%. The latest SHAPXs front end load was 6% and the back end load was 0%. The Legg Mason Clearbridge Appreciation A (SHAPX) mutual fund falls under the large-cap mixed category. SHAPX focuses its investments in USA and SHAPX is not affiliated with a particular industry or fund sector. The Legg Mason Clearbridge Appreciation A (SHAPX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SHAPXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SHAPXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term appreciation of shareholders?? capital. The fund invests primarily in equity securities (see equity research) 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 net assets in the securities of foreign issuers.


Management Analysis Update

Legg Mason Clearbridge Appreciation A's executives / managers make better investing decisions, because their assets are invested along side their client's. Legg Mason Clearbridge Appreciation A has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update