LMPPX Mutual Fund
LMPPX Mutual Fund
ClearBridge Appreciation Fund Class R
LMPPX Mutual Fund Overview
LMPPX Mutual Fund (ClearBridge Appreciation Fund Class R) is managed by Franklin Templeton Investments (US) with $23.9M in net assets. LMPPX expense ratio is 1.24%, holding 62 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2006-12-28.
LMPPX performance shows a YTD return of 5.39%. The 1-year return is 11.32% and the 5-year return is 10.38%. LMPPX dividend yield stands at 13.16%, paid annually.
LMPPX 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 LMPPX holdings, sector breakdown, or dividend history.
LMPPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMPPX alternatives are available via the screener, along with tax-loss harvesting opportunities.