LMPIX Mutual Fund
LMPIX Mutual Fund
ClearBridge Appreciation Fund Class FI
LMPIX Mutual Fund Overview
LMPIX Mutual Fund (ClearBridge Appreciation Fund Class FI) is managed by Franklin Templeton Investments (US) with $1.7M in net assets. LMPIX expense ratio is 1.02%, holding 62 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2008-12-19.
LMPIX performance shows a YTD return of 5.54%. The 1-year return is 11.55% and the 5-year return is 10.66%. LMPIX dividend yield stands at 13.08%, paid annually.
LMPIX top holdings include Nvidia Corp. (8.8%), Alphabet Inc. C (6.8%), Apple, Inc (4.8%), Microsoft Corp 4.100 Feb 06 37 (4.4%), Amazon.Com Inc (3.7%). View all LMPIX holdings, sector breakdown, or dividend history.
LMPIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMPIX alternatives are available via the screener, along with tax-loss harvesting opportunities.