Shapx fund fact sheet.

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. NON-VANGUARD FUNDS. SHAPX ClearBridge Appreciation Fund Class A. NTF funds. Buy. Compare. YTD performance. 8.02%. as of 04/26/2024. Asset class. Domestic Stock. Category. ... The fund profiles are intended to provide a brief summary of the mutual funds. Not all disclosures apply to all funds. Cost data shown here may be …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 …Fact Sheets. ANNUAL REPORTS. SEMI-ANNUAL REPORTS. FACT SHEETS. DAILY MARKET WATCH. FACT SHEETS. Fact Sheets ended 31 March 2024. 2.30 MB.Listing sheets, which are usually prepared by realtors and real estate agents, give agents, buyers and sellers information on a home for sale. Also known as Multiple Listing Servic...

Gross Expense Ratio. 0.87%. Net Expense Ratio. 0.64%. The Net Expense Ratio excluding Investment Related Expenses is 0.62% Investment Related Expenses include acquired fund fees of 0.02%, and interest expense (cost of borrowing securities to seek to enhance return or reduce risk) of 0.00%, and certain other expenses, if applicable.Apr 30, 2024 · The fund was incepted in March 1970 and is managed by Smith Barney Fund Management. The objective of the fund is to seek long-term capital appreciation. The fund invests in U.S. growth and value ... Urology. Patient offers free health information links to useful sites and leaflets for you to learn more about Urology. Symptoms, treatment information and fact sheets Try our Symp...

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6 days ago · Fund Description. Seeks to achieve capital appreciation. Uses a "fund of funds" approach to provide exposure to multiple asset classes and strategies, including non-traditional, with equity ranges of between 70% and 100% and 0% to 30% in fixed income strategies. Active monitoring and rebalancing serves to periodically adjust Fund allocation and ... A flexible approach to growth investing. Seeks opportunities in traditional growth stocks as well as cyclical companies and turnaround situations with significant potential for growth of capital. Price at NAV $61.16 as of 5/13/2024 (updated daily) Fund Assets (millions) $261,398.0. Portfolio Managers 13. Expense Ratio. (Gross/Net %) 1.39 …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 millionProduct overview including investment objective; costs; past performance and holdings details.

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Factsheets provide all essential information about a fund, including objective of the fund, nature of the fund, fund manager, inception date, and more. Other information, such as volatility measures taken to gauge and manage the inherent risk factor of a fund, are also mentioned. Quick glance. Life portfolio. Pension portfolio. New fund snapshot.

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)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 ... 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 ... 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 5.86x Price to Earnings (12-Month Trailing) 33.00x 25.00x Risk Statistics (3-Year—Class IS) Fund Benchmark Beta 1.09 — R-Squared 0.89 — Sharpe Ratio 0.01 0.46We would like to show you a description here but the site won’t allow us.SHRAX | A complete ClearBridge Growth Fund;A mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.

Summary. Managed for conservative growth and income investing. Invests primarily in well-established companies with strong balance sheets and a history of consistently paying dividends, helping to provide downside resilience. Price at NAV $54.22 as of 5/14/2024 (updated daily) Fund Assets (millions) $94,086.5.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...SCHD 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 strategies.SHAPX:US. (USD) · Market closed. 33.4000. +0.33 +1.00% As of 9:29 AM EDT 05/03/24. No pricing data is available. Overview. PREV. CLOSE. 33.0700. …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.Register. SCHP Fact Sheet. Last updated: March 31, 2024. Subscribe. 0424-YK04. 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 …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.

Fund Description. The fund seeks to provide high current income consistent with preservation of capital. Capital appreciation over the long term is a secondary goal. The fund primarily invests in debt securities, which may be represented by derivatives that provide exposure to debt securities. The fund focuses on government and corporate …Fund. 3-10 Billion. 0.78%. 10-25 Billion. 1.72%. Find latest pricing, performance, portfolio and fund documents for ClearBridge Appreciation Fund - SHAPX.

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 ...1.06 %. Documents. Fact Sheet Prospectus. STRATEGY. Seeks income and long-term capital appreciation by investing primarily in high dividend-paying stocks with dividend growth potential. KEY FACTS. Key Facts - Part 1. Symbol. ticker.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... 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 ... A summary prospectus, if available, or a Prospectus for the Fund containing more information may be obtained from your authorized dealer or from Goldman Sachs & Co. LLC by calling (retail - 1-800-526-7384) (institutional – 1-800-621-2550).Find the latest performance data chart, historical data and news for ClearBridge Appreciation Fund Class A (SHAPX) at Nasdaq.com.5.50%. Back End Load. N/A. Investment Policy. The Fund seeks long-term appreciation of capital. The Fund typically invests in medium and large capitalization companies, but may also invest in ...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.

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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 …

Factsheet - ClearBridge Dividend Strategy Fund. Product overview including investment objective; costs; past performance and holdings details. Download PDF.6 days ago · Fund Description. Seeks high current income while minimizing interest rate volatility exposure via short duration, high income debt, including floating-rate instruments. Uses the global breadth of Western Asset's investment platform, fundamental value-oriented investment philosophy and a process that combines top down macro economic views with ... 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 ...Fund returns assume the reinvestment of dividends and capital gain distributions. Class I shares are available without a sales charge to eligible investors. 3.1% Cash & Cash Equivalents Specialty Funds MFS Global Real Estate Fund (3.0) MFS Commodity Strategy Fund (3.0) U.S. Stock Funds MFS Value Fund (8.2) MFS Research Fund (7.4) MFS …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 ...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 …-up, benchmark agnostic stock selection, the fund focuses on identifying undervalued stocks across all sectors creating a high conviction portfolio. Fund overview (as of 03/31/24) Fund objective The fund seeks total return through growth of capital and current income. Total net assets $11,492.83 million Distribution frequency QuarterlyIf the elastic corners always get in your way, check out Target's illustrated tutorial on how to perfectly fold fitted sheets. Thanks, Julian! If the elastic corners always get in ...0.50%. USD. PRULink Global Emerging Markets Dynamic Fund – US Dollar. 8.06%. 2.18%. USD. Fund returns are net of Annual Management Charge. Past performance is not necessarily indicative of the future of likely performance of the fund. The PRULink Cash Flow Fund Plus - Hedged Share Class Peso was launched on …Rasputin's Death: Cheat Sheet - For more information on Rasputin and related topics, take a look at these links. Advertisement Advertisement Please copy/paste the following text to...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

When a company receives payment for goods or services prior to delivering the goods or performing the services, the income is unearned, and therefore, the company records the payme...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 millionAdvertisement Advertisement Please copy/paste the following text to properly cite this HowStuffWorks.com article: Advertisement Advertisement AdvertisementProspectus 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 …Instagram:https://instagram. can i use nair on my pubic area 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 ... Key Features. •. The SPDR® S&P 500® ETF Trust seeks to provide investment. results that, before expenses, correspond generally to. the price and yield performance of the S&P 500® Index. (the “Index”) •. The S&P 500 Index is a diversified large cap U.S. index that. holds companies across all eleven GICS sectors. ice queen lagrange to the fund's prospectus or contact your Service Agent for more information. Share Class Details Sales Charges (%) Expenses (%) CUSIP Ticker Max CDSC Gross Net Class A 52468E105 SHAPX 5.50 — 0.93 0.93 Class C 52468E303 SAPCX 0.00 1.00 1.65 1.65 Class FI 52468E600 LMPIX 0.00 — 1.05 1.05 Class I 52468E402 SAPYX 0.00 — 0.64 0.64 van andel arena map 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.Funds. ClearBridge Appreciation Fund Class A. + Add to watchlist. SHAPX. Actions. Price (USD) 33.28. Today's Change 0.24 / 0.73% 1 Year change +15.72% Data … aldi hixson 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.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 elizabeth locker ClearBridge Appreciation A. SHAPX. Morningstar Medalist Rating. | Medalist Rating as of Feb 2, 2024 | See Franklin Templeton Investment Hub. Quote. Chart. Fund Analysis. Performance.... dte outage by address ClearBridge Appreciation Fund;A | historical charts and prices, financials, and today’s real-time SHAPX stock price. ClearBridge Appreciation Fund Class A SHAPX: Schwab Mutual Fund OneSource® ... if i were the devil paul harvey youtube Fund Description. Seeks high current income while minimizing interest rate volatility exposure via short duration, high income debt, including floating-rate instruments. Uses the global breadth of Western Asset's investment platform, fundamental value-oriented investment philosophy and a process that combines top down macro economic views …Asset Management. Register. SNVXX & SGUXX Fact Sheet. Last updated: March 31, 2024. Subscribe. 0124-EEBF. 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 … 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% jim jones wife SHAPX - ClearBridge Appreciation A - Review the SHAPX stock price, growth, performance, sustainability and more to help you make the best investments. giancarlo stanton height and weight Fund Fact Sheets. Personal Accident Car Travel Retirement Education Home Insurance Fund Fact Sheets Business Medical Savings & Protection Investment Linked Fund; Takafulink; TITLE ONE Fund Fact Sheets. Investment Linked Fund. Balanced Fund (English | BM) ... jermey dewitte PSG 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. ppto walmart meaning SHRAX | A complete ClearBridge Growth Fund;A mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.Ophthalmology. Patient offers free health information links to useful sites and leaflets for you to learn more about Ophthalmology. Symptoms, treatment information and fact sheets ...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.