ClearBridge Appreciation Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B+ (Buy)

#170 in Large Blend

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 20.44 percent over the past year, 15.03 percent over the past three years, 16.35 percent over the past five years, and 7.75 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.9%
1 Year 20.4%
3 Years (Annualized) 15.0%
5 Years (Annualized) 16.3%
10 Years (Annualized) 7.8%

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Summary

The investment seeks to provide long-term appreciation of shareholders' capital. 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.

Fees

Fees are Above Average compared to funds in the same category.
ClearBridge Appreciation Fund has an expense ratio of 1.02 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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