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Logo for Fund ClearBridge Appreciation A

ClearBridge Appreciation A (SHAPX)

NASDAQ Currency in USD
$168.00
+$2.93
+1.78%
Last Update: 18 Jul 2026, 04:16
Assets Under Management
Expense Ratio
2.91%
Forward Dividend Yield
$122.59-$224.89
52 Week Range

SHAPX Price Chart

Explore ClearBridge Appreciation A interactive price chart. Choose custom timeframes to analyze SHAPX price movements and trends.

SHAPX Fund Profile

Key details and information about ClearBridge Appreciation A (SHAPX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

3 May 1973

Country

US

Description

This fund primarily seeks growth through investments in the stocks (equity securities) of companies located within the United States. While it generally favors established businesses with mid-to-large market valuations, it also possesses the discretion to allocate capital to smaller enterprises. A minor portion of the portfolio, up to 20% of its total net assets, may be channeled into the shares of companies based outside the U.S.

SHAPX Fund Performance

View SHAPX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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