Shapx fund fact sheet

Fund Description. Invests primarily in equity securities of U.S. companies. Typically focusing on medium and large cap companies, but may also invest in small cap companies. Seeks long-term capital appreciation potential in core equity holdings that strike a careful balance between reward and risk.

Fund Russell 1000 Growth Index (USD) Fund Russell 1000 Growth Index (USD) Information Technology Communication Services Consumer Discretionary Interactive Media & Health Care 10.8 Financials 10.3 Industrials 8.6 Consumer Staples Energy 1.6 Materials Real Estate 0.0 Utilities Application Semiconductors Systems Software Services …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.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.Mar 1, 2024 · 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 ... 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. Once you have selected your solution, choose the underlying investment options from the range of premium funds available on our platform. PPS Multi-Managers Investment Options. Investment Horizon. Risk Profile. Monthly Fact Sheet. Quarterly Fact Sheet. Fund Brochure. PPS Equity Fund. Long Term.Jack Shannon. Analyst Note. Longtime comanager Scott Glasser is stepping off this strategy effective Dec. 31, 2024, to focus his energies solely on his role as chief investment officer of ...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 …

Apr 30, 2024 · ClearBridge Investments. ClearBridge Investments is a well-established global investment manager focusing on proprietary research and fundamental investing. With over 60 years of experience building portfolios for clients seeking income solutions, high active share or low-volatility, long-tenured portfolio managers provide strong leadership in ... Fund Description. Invests primarily in equity securities of U.S. companies. Typically focusing on medium and large cap companies, but may also invest in small cap companies. Seeks long-term capital appreciation potential in core equity holdings that strike a careful balance between reward and risk.Register. SCHB Fact Sheet. Last updated: March 31, 2024. Subscribe. 0124-BBYZ. 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 …Learn how to make a bar chart in Google Sheets to make it easier to read and more dynamic so your audience can consume it much more easily. Visualizing complex data is important wh... What this fund does The fund is an actively managed, balanced portfolio composed of value stocks, high-quality moderate volatility by seeking to identify the best income opportunities. Fund overview (as of 03/31/24) Fund objective The fund seeks current income and, secondarily, capital appreciation. Total net assets $12,565.76 million SHAPX Portfolio - Learn more about the ClearBridge Appreciation A investment portfolio including asset allocation, stock style, stock holdings and more.Find the latest performance data chart, historical data and news for ClearBridge Appreciation Fund Class A (SHAPX) at Nasdaq.com.

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 ...Fund fact sheets. SFP’s investment philosophy is built around the belief that markets are generally inefficient over the short term but can be exploited through different strategies over the longer term. These strategies include: Selection of skilful managers (or manager selection) Combination of complementary managers (portfolio construction ...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 …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 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)

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SHAPX Summary. ClearBridge Appreciation Fund Class A SHAPX. Schwab Mutual Fund OneSource®. (no-load, no-transaction-fee) Prospectus. Mutual Fund. Report Card. Summary. Charts. Performance. Risk & Tax Analysis. Portfolio. Fund Facts & Fees. Fund Performance. Fund Details. Historical Quote. Dividends & Distributions. YTD. 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.Whether 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...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.If the fund’s return (after fees and costs) is equal to that of its benchmark, a fee of 1.00% will be charged. We share in 20% of performance above the benchmark, up to a maximum total annual fee of 3.00%. Performance is measured over a rolling 24-month period. When the fund return is below the benchmark over a rolling 60-month period the fee ...

What this fund does The fund seeks to provide investors exposure to smaller-cap companies whose stock price has -term investment horizon allows this traditional approach to value investing to play out across cycles. Fund overview (as of 03/31/24) Fund objective The fund seeks long-term growth of capital. Total net assets $4,616.42 millionThe 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 …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.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...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 inThe Fund is not managed with reference to any benchmark, the above comparators are provided for information purposes only. 1 T class € accumulation shares, net of fees priced at midday UK time, source: Bloomberg 2 MSCI World Index (€ Net) priced at close of business US time, source: www.msci.com. The MSCI World Index is a developed world … Get the latest ClearBridge Appreciation Fund Class A (SHAPX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment ... 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. …

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 …

This and other information can be found in the Fund's prospectus, and if available, summary prospectus, which may be obtained by calling 1-800-iShares (1-800-474-2737) or by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal.Mar 31, 2024 · ClearBridge All Cap Value A SHFVX. ClearBridge All Cap Value A. SHFVX. Morningstar Medalist Rating. Medalist Rating as of Mar 31, 2024 | See Franklin Templeton Investment Hub. Quote. Chart. Fund ... 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 ...MSCI ESG Fund Rating (AAA-CCC): The MSCI ESG Rating is calculated as a direct mapping of ESG Quality Scores to letter rating categories (e.g. AAA = 8.6-10). The ESG Ratings range from leader (AAA, AA), average (A, BBB, BB) to laggard (B, CCC). MSCI ESG Quality Score - Peer Percentile: The fund’s ESG Percentile compared to its Lipper …Franklin Templeton and Legg Mason funds, and exchange-traded funds and approximately 60% equity and 40% fixed income funds. The fund is designed for investors seeking a moderate level of risk with an intermediate investment horizon. Growth of $10,000 Advisor Class Shares—Inception through March 31, 2024 Excluding Effects of Sales Charges 0K ...These and other risks are discussed in the fund’s prospectus. Glossary Beta: A measure of the fund's volatility relative to the market, as represented by the stated Index. A beta greater than 1.00 indicates volatility greater than the market. R-squared measures the strength of the linear relationship between the fund and its benchmark. R ...Class A: SHAPX Class C: SAPCX Class FI: LMPIX Class I: SAPYX Class IS: LMESX Class R: LMPPX ClearBridge Appreciation Fund Large Cap Factsheet as of March 31, 2024 … These and other risks are discussed in the fund’s prospectus. Glossary Beta: A measure of the fund's volatility relative to the market, as represented by the stated Index. A beta greater than 1.00 indicates volatility greater than the market. R-squared measures the strength of the linear relationship between the fund and its benchmark. R ... 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.

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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 ...Neurology. Patient offers free health information links to useful sites and leaflets for you to learn more about Neurology. Symptoms, treatment information and fact sheets Try our ...Apr 30, 2024 · Fund Description. Seeks high current return via a portfolio of primarily mortgage-backed securities (Agency, Non-Agency, CMBS), allocating no less than 80% of total portfolio assets to investment grade issues. Uses the global breadth of Western Asset's investment platform, fundamental value-oriented investment philosophy and a process that ... 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...May 8, 2024 · 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 ... SHAPX – Fund Analysis – ClearBridge Appreciation A | Morningstar. ClearBridge Appreciation A SHAPX. Morningstar Medalist Rating. | Medalist Rating as of …The style box reveals a fund's investment style. The vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend, or growth). Placement is determined by fund portfolio holding figures most recently entered into Morningstar's database and corresponding market conditions.ClearBridge Appreciation Fund;A | historical charts and prices, financials, and today’s real-time SHAPX stock price. ….

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 isApr 30, 2024 · ClearBridge Investments. ClearBridge Investments is a well-established global investment manager focusing on proprietary research and fundamental investing. With over 60 years of experience building portfolios for clients seeking income solutions, high active share or low-volatility, long-tenured portfolio managers provide strong leadership in ... These data enable an investor considering a load fund to evaluate the effects of the sales charge on an actual investment, as compared to a relevant index, over a long time period. NAV($) The Net Asset Value or share price of the fund is calculated by dividing the total net assets of the fund by the total number of shares outstanding.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.Get factsheet lists performance of equity and debt schemes of your funds with us. Aditya Birla Capital. Aditya Birla Capital. ABC Home . ABC Solution . Loans. Home Loans ... Mutual Fund Fact Sheets - Aditya Birla Sun Life Mutual Fund. Home. Forms & Downloads. Factsheets 2024; 2023; 2022; 2021; 2020; 2019; 2018; 2017; 2016; 2015; …Overall Rating - Small Value Category. As of 03/31/2024 the Fund had an overall rating of 5 stars out of 457 funds and was rated 5 stars out of 457 funds, 5 stars out of 426 funds and 4 stars out of 335 funds for the 3-, 5- and 10- year periods, respectively. Morningstar details.Dec 31, 2023 · 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. Weblog Fresh Arrival features 3M Post-it Super Sticky Whiteboard Sheets, portable dry erase boards for sticking on any wall in the house or office. Weblog Fresh Arrival features 3M... 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]