ClearBridge Appreciation Fund Class FI (LMPIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

32.33

+0.74 (2.34%)

Apr 22, 2025, 4:00 PM EDT

-2.77% (1Y)

About LMPIX

The ClearBridge Appreciation Fund Class FI (LMPIX) seeks to invest primarily in blue chip companies which are dominant in their industries.

Category Large Blend

Performance Rating Average

Risk Rating Below Average

Stock Exchange NASDAQ

Ticker Symbol LMPIX

Share Class Class Fi

Index S&P 500 TR

LMPIX had a total return of 5.59% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.04%.

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FALCX	Fidelity	Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund	0.24%
FLCEX	Fidelity	Fidelity Large Cap Core Enhanced Index Fund	0.39%
VQNPX	Vanguard	Vanguard Growth and Income Fund Investor Shares	0.36%
FMGKX	Fidelity	Fidelity Magellan Fund - Class K	0.40%
FMAGX	Fidelity	Fidelity Magellan Fund	0.47%

These are alternative share classes of the same fund, from the same provider.

37.78% of assets