SHAPX Mutual Fund (ClearBridge Appreciation Fund Class A) is managed by Franklin Templeton Investments (US) with $8.19B in net assets. SHAPX expense ratio is 0.91%, holding 62 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 1970-03-10.

SHAPX performance shows a YTD return of 5.57%. The 1-year return is 11.67% and the 5-year return is 10.74%. SHAPX dividend yield stands at 13.48%, paid annually.

SHAPX 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 SHAPX holdings, sector breakdown, or dividend history.

SHAPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SHAPX alternatives are available via the screener, along with tax-loss harvesting opportunities.