ClearBridge Appreciation FundSHAPX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$9.7B
Expense ratio
0.91%
1-year return
+11.5%
3 years, a year
+16.3%
5 years, a year
+10.4%
Holdings
62
What it aims to do.
The fund seeks to provide long-term appreciation of shareholders capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA Nvidia Corp | 8.75% |
| GOOGL Alphabet Inc-Cl A | 6.75% |
| AAPL Apple Inc | 4.81% |
| MSFT Microsoft Corp | 4.44% |
| AMZN Amazon.Com Inc | 3.72% |
| AVGO Broadcom Inc | 3.58% |
| NFLX Netflix Inc | 2.83% |
| JPM JPMorgan Chase & Co | 2.66% |
| JOBY Eaton Corp Plc | 2.30% |
| LLY Eli Lilly & Company | 2.24% |
More on SHAPX.
- SHAPX overview
- SHAPX holdings
- SHAPX risk
- SHAPX costs
- SHAPX money in and out
- SHAPX share classes
- Compare SHAPX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.