Shapx fund fact sheet

Why invest in this fund 1 withstand market volatility throughout oil and gas commodity cycles. Focus on value. The fund seeks companies with healthy balance sheets that are trading at a discount relative to their underlying value. 2 100% energy exposure. The fund provides pure exposure to oil and gas companies where profits and

How to Repair Sheet Floors - Step by step, let HowStuffWorks walk you through fixing your worn or damaged sheet floors. Advertisement When the floor is badly worn or damaged, use s... Fund Description Performance. The fund seeks capital appreciation by investing. Growth of a $10,000 Investment - Without Sales Charge (from 01/01/1968-09/30/2021) primarily in companies which management believes are leaders in innovation, take advantage of new technologies, have superior management, and benefit from new industry conditions in ... The underlying American Funds will primarily consist of growth funds and growth-and-income funds, which principally invest in equity securities domiciled in the United States but may also have significant holdings of issuers domiciled outside the United States. ... Quarterly Fund Fact Sheet (PDF) 05/24. Fund Commentary (PDF) 02/24. …ClearBridge Appreciation Fund;A | historical charts and prices, financials, and today’s real-time SHAPX stock price.The underlying American Funds will primarily consist of growth funds and growth-and-income funds, which principally invest in equity securities domiciled in the United States but may also have significant holdings of issuers domiciled outside the United States. ... Quarterly Fund Fact Sheet (PDF) 05/24. Fund Commentary (PDF) 02/24. Summary ...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 and Expenses as of 03-01-23 Prospectus Net Expense Ratio 0.93%

George Soros is not your typical billionaire. He didn’t come from opportunity, nor was he wealthy from the outset of his career. In fact, the marginalization that he faced in his e...See ClearBridge Appreciation Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others.Feb 22, 2023 · The People Pillow is our evaluation of the SHAPX management team’s experience and ability. We find that high-quality management our deliver superior presentation relative till their benchmarks and/or peers. ClearBridge Appreciation Fund Class A, SHAPX summary - Focusedanswer.com Blogger Leslie Franke, creator of the previously-mentioned Firefox cheat sheet, has put together a similar cheat sheet for Firefox's emailing brother, Thunderbird. Blogger Leslie F...The fund began offering Advisor Class shares on 12/31/1996, the fund began offering R Class shares on 1/2/2002, the fund began offering R6 Class shares on 5/1/2013, and the fund began offering A Class shares on 9/10/2018. Performance quotations have been calculated as follows: (a)is a market capitalization-weighted index designed to measure the performance of the large-cap growth segment of the U.S. equity market. It includes those Russell 1000 Index companies with higher price-to-book ratios and higher forecasted growth rates. Sharpe Ratio. is a risk-adjusted measure calculated using standard.Check out ClearBridge Appreciation A via our interactive chart to view the latest changes in value and identify key financial events to make the best decisions.

Register. SCHH Fact Sheet. Last updated: March 31, 2024. Subscribe. 1023-3CKZ. Not FDIC Insured • No Bank Guarantee • May Lose Value. Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account …Invests primarily in equity and equity-related securities of all market capitalizations; may also invest in non-U.S. markets and make opportunistic investments in fixed-income securities. Uses a bottom-up, benchmark agnostic approach to identify companies with strong growth prospects and/or attractive valuations.Fund Description. Seeks to invest primarily in established, large-cap companies with a long-term history of performance that are dominant in their industries. Seeks long-term capital growth in a portfolio that is diversified to help manage risk. Emphasizes security selection and fundamental, bottom-up analysis to identify companies with the ...Jul 9, 2020 · The Fund is non-diversified and can invest a greater portion of its assets in the obligations or securities of a small number of issuers or any single issuer than a diversified fund can. A change in the value of one or a few issuers’ securities will therefore affect the value of the Fund more than if it was a diversified fund. Management Risk. View the latest ClearBridge Appreciation Fund;A (SHAPX) stock price, news, historical charts, analyst ratings and financial information from WSJ.The Fund provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced Fund is designed for investors seeking a balance between income and capital growth. The Fund targets a 50% allocation to income asset classes and a 50% allocation to. Performance returnA,B,D,E,F (%) 0.29% p.a.

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Fund Performance. The fund has returned 9.57 percent over the past year, 10.17 percent over the past three years, 10.39 percent over the past five years, and 10.19 percent over the past decade. MRK. 2.36%. Eli Lilly & Co. LLY. 2.13%. View Holdings As of 03/31/2024. ClearBridge Appreciation Fund;A mutual fund holdings by MarketWatch. View SHAPX holdings data and information to see the ...Share class (Symbol): A (SHAPX), C (SAPCX), FI (LMPIX), R (LMPPX), I (SAPYX), IS (LMESX) CLEARBRIDGE APPRECIATION FUND Before you invest, you may want to review the fund’s Prospectus, which contains more information about the fund and its risks. You can find the fund’s Prospectus and otherPSG Asset Management Performance Fee FAQs. +27 (21) 918 7800. Find a comprehensive list of PSG Wealth and Asset Management forms and fact sheets or tell us what you are looking for and we'll find an adviser to match.ClearBridge Appreciation Fund - Class A - SHAPX. Class A. Factsheet. Product Commentary. Prospectus. Annual Report. View All. As of 05/10/2024. NAV 1. $34.12. $0.09 (0.26%) POP 2. $36.11. YTD Total Return At NAV 3. 10.74% As of 04/30/2024. Morningstar Overall Rating™ 4. View ratings details. Large Blend. Overall Morningstar Rating.

3.56%. Overall Morningstar Rating. As of 04/30/2024. Rating Category: Mid-Cap Blend. The fund's overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics. Morningstar Style Box.Fact sheet |March 31, 2024. VanguardStrategic Equity Fund. Domestic stock fund . Connect with Vanguard ® • vanguard.com Plain talk about risk . An investment in the fund could lose money over short or long periods of time. You should expect the fund’s share price and total return to fluctuate within a wide range. The fund isFund Description. Seeks to invest primarily in established, large-cap companies with a long-term history of performance that are dominant in their industries. Seeks long-term capital growth in a portfolio that is diversified to help manage risk. Emphasizes security selection and fundamental, bottom-up analysis to identify …It’s never too early to start planning for retirement. Once retirement rolls around, however, this doesn’t mean you’re finished investing. In fact, there are lots of investments yo... A SHAPX 52468E105 C SAPCX 52468E303 FI LMPIX 52468E600 I SAPYX 52468E402 Symbol CUSIP IS LMESX 52468E709 R LMPPX 52468E501 Benchmark (BM) S&P 500 Index (USD) Fund facts as of Jun. 30¸ 2020 Dividend frequency¸ if any Annual Morningstar category Large Blend Lipper category Large-Cap Core Funds Turnover (®scal yr) 10% Designed to provide long-term capital growth. primarily through a portfolio of U.S. small cap. equity securities. Approach. • Employs a fundamental bottom-up investment process to. invest in a diversified portfolio of small cap stocks. • Seeks to invest in companies with leading competitive. advantages, predictable and durable business ...Analyze the Fund ClearBridge Appreciation Fund Class A having Symbol SHAPX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.View ratings details. Muni New Jersey. Overall Morningstar Rating. As of 03/31/2024. Rating Category: Muni New Jersey. The fund's overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics. Morningstar …May-2024. April-2024. March-2024. February-2024. January-2024. Date. Factsheet PDF. In Indian mutual funds, Quant Fund is being relevant, using active management & dynamic investing. Check our money market fund, capital protection fund & guarantee fund.Western Asset. One of the world’s leading global fixed income managers. Founded in 1971, the firm is known for team management and proprietary research, supported by robust risk management and a long-term fundamental value approach. Each group of sector specialists utilizes their expertise in bottom-up analysis of each portfolio … Factsheet - Franklin Income Fund. Product overview including investment objective; costs; past performance and holdings details. Download PDF. Literature Code: Fact sheet |March 31, 2024. VanguardStrategic Equity Fund. Domestic stock fund . Connect with Vanguard ® • vanguard.com Plain talk about risk . An investment in the fund could lose money over short or long periods of time. You should expect the fund’s share price and total return to fluctuate within a wide range. The fund is

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Prospectus and Fund Reports Fact Sheet About risk As with any mutual fund investment, loss of money is a risk of investing. An investment in the Fund is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. The risks associated with an investment …Prior to April 2, 2024, Rule 2a-7 required that money market funds maintain at least 10% daily liquidity assets and at least 30% weekly liquidity assets. Effective April 2, 2024, the daily and weekly liquid assets thresholds increased to 25% and 50%, respectively. Both requirements are “point of purchase” requirements.Fund Fact Sheets. Order History. Forms & Applications. Forms & Applications. How to Invest. How to Invest. Tax Center . Tax Center. ... Factsheet - Franklin Growth Fund. Product overview including investment objective; costs; past performance and holdings details. Download PDF. Literature Code: 606-FF . Format . PDF . Download PDF. Product overview including investment objective; costs; past performance and holdings details. Factsheet - ClearBridge Select Fund. Product overview including investment objective; costs; past performance and holdings details. Download PDF. Literature Code:What this fund does The fund invests solely in the energy sector and focuses on identifying companies that can Fund overview (as of 03/31/24) Fund objective The fund seeks long-term growth of capital. Total net assets $503.27 million Distribution frequency Yearly Morningstar category Equity Energy Portfolio managers Kevin Holt, Umang Khetan 52% View the latest ClearBridge Appreciation Fund;A (SHAPX) stock price, news, historical charts, analyst ratings and financial information from WSJ. The Fund lagged its benchmark segment was driven by stock selection in the energy and materials sectors. source of income and to help The fund’s fixed income and convertible securities underperformed The fund holds high grade bonds and convertible securities as a provide a measure of stability in volatile markets. Fund holdings in

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Morningstar 4- and 5-Star Funds. Sales Charges & Breakpoints. Managers . Public Markets . Brandywine Global. ClearBridge Investments. Franklin Equity Group. Franklin Income Investors. ... Fund Fact Sheets. Order History. Forms & Applications. Forms & Applications. How to Invest. How to Invest. Tax Center . Tax Center.The fund has the ability to invest in every sector of the bond market and pursue multiple sources of active return, with a limited percentage of below-investment-grade holdings. This approach may help diversify equity risk in a portfolio. Price at NAV $11.10 as of 5/10/2024 (updated daily)Fund Characteristics Fund Benchmark Total Net Assets $3.35 Billion Number of Holdings 90 2,949 Average Market Cap (Millions USD) $331,788 $675,248 Price to Book 9.61x …Fund Overview Dividend Frequency, if any Quarterly Morningstar Category Utilities Lipper Classification Utility Funds Turnover (fiscal yr) 4% Benchmark(s) 1—S&P 500 Utilities Index 2—S&P 500 Index Fund Characteristics Fund Total Net Assets $5.67 Billion Number of Issuers 41 Average Market Cap (Millions USD) $40,609 Price to Book 1.89xWhether your skin is dry, oily, or battling maskne, there’s a sheet mask to help you out. To help you get some relaxing, affordable skin care, here are the best sheet masks availab...Fund. The 10X Your Future Fund is our flagship offering, carefully constructed to deliver cost-effective exposure to a wide range of local and international asset classes. With a higher allocation to growth assets like equities and property, this fund is well-suited for investors seeking long-term capital appreciation to build their wealth.The Fund lagged its benchmark segment was driven by stock selection in the energy and materials sectors. source of income and to help The fund’s fixed income and convertible securities underperformed The fund holds high grade bonds and convertible securities as a provide a measure of stability in volatile markets. Fund holdings in Fund Characteristics Fund Benchmark Total Net Assets $2.04 Billion Number of Holdings 68 808 Average Market Cap (Millions USD) $19,949 $27,472 Price to Book 4.24x 4.86x Price to Earnings (12-Month Trailing) 23.49x 21.33x Risk Statistics (3-Year—Class A) Fund Benchmark Beta 0.97 — R-Squared 0.96 — Sharpe Ratio 0.02 0.26 Standard Deviation ... Register. SWPPX Fact Sheet. Last updated: March 31, 2024. Subscribe. 0424-S7YX. Not FDIC Insured • No Bank Guarantee • May Lose Value. Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account …The Manufacturers Life Insurance Company is the issuer of guaranteed insurance contracts, annuities and insurance contracts containing Manulife segregated funds. Manulife Mutual Funds, Manulife Private Investment Pools, Manulife Closed-End Funds and Manulife Exchange-Traded Funds (ETFs) are managed by Manulife Investment Management … ….

Fund Analysis Performance Sustainability Risk Price Portfolio People Parent NAV / 1-Day Return 105.71 / +0.25 % Total Assets 4.3 Bil; Adj. Expense Ratio 1.140 % Expense ...Vanguard 500 Index Fund seeks to track the. performance of a benchmark index that measures. the investment return of large-capitalization. stocks. Investment strategy. The fund employs a “passive management”—or. indexing—investment approach designed to track. the performance of the Standard & Poor’s 500.Fund Characteristics Fund Benchmark Total Net Assets $3.35 Billion Number of Holdings 90 2,949 Average Market Cap (Millions USD) $331,788 $675,248 Price to Book 9.61x …Fund Description. Seeks to maximize current monthly income exempt from regular federal income taxes. Focuses on sector rotation and issuer selection, primarily within intermediate and long-term investment grade municipal securities. Uses Western Asset’s value-oriented investment process led by a deep and experienced team of …Performance charts for ClearBridge Appreciation Fund (SHAPX) including intraday, historical and comparison charts, technical analysis and trend lines.Capital reserve is money that is built up by a municipality or business so that it can be used for large capital expenditures. On the balance sheet, capital reserves are placed in ...Fund Description. The fund's investment goal is to maximize total return by emphasizing high current income and long-term capital appreciation, consistent with reasonable risk. The fund normally invests at least 80% of its net assets in equity securities, with a focus on financially-strong "blue chip" companies, and the remainder of its assets ...One of the most important parts of a fund factsheet is the “investment objective”. This explains what the fund manager plans to do, in terms of targeting capital gains or income. Here you are ...Feb 22, 2023 · The People Pillow is our evaluation of the SHAPX management team’s experience and ability. We find that high-quality management our deliver superior presentation relative till their benchmarks and/or peers. ClearBridge Appreciation Fund Class A, SHAPX summary - Focusedanswer.com Shapx fund fact sheet, [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1]