ClearBridge Appreciation Fund Class FI (LMPIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

35.86

+0.58 (1.64%)

Feb 28, 2025, 4:00 PM EST

6.73% (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 15.90% in the past year. Since the fund's inception, the average annual return has been 12.86%, including dividends.

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

Symbol	Provider	Name	Expense Ratio
undefined	Fidelity	Strategic Advisers Large Cap Fund	0.24%
undefined	Fidelity	Fidelity® Large Cap Core Enhanced Index Fund	0.39%
undefined	Vanguard	Vanguard Growth and Income Fund Investor Shares	0.36%
undefined	Fidelity	Fidelity Magellan Fund - Class K	0.40%
undefined	Fidelity	Fidelity Magellan Fund	0.47%

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

39.33% of assets