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ClearBridge Appreciation FI (LMPIX) Fund Ranking and Research

Ranking, Research and Recommendation of ClearBridge Appreciation FI (LMPIX) Fund

    Last Trade: $22.56 on 5/23/2017, Change: +0.05 (0.22%)

 

Graph of ClearBridge Appreciation FI Fund (LMPIX) ManagerFund Manager - Michael Kagan

Fund Manager Information

Fund Manager Tenure: 7.8 years
Similar Funds: LMPPX 
Fund Family: Legg Mason
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Michael Kagan is Senior Portfolio Manager and a Managing Director of ClearBridge,co-manage the fund. Mr. Kagan has served as portfolio manager since 2009. Mr. Mr. Kagan joined Clearbridge Advisors, LLC or its predecessor in 1994.  Get more insights on Michael Kagan

 

Graph of ClearBridge Appreciation FI Fund (LMPIX) ProfileClearBridge Appreciation FI Fund (LMPIX) Profile

Fund Profile and Description

ClearBridge Appreciation FI Fund seeks long-term appreciation of shareholders’ capital. ClearBridge Appreciation FI 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. ClearBridge Appreciation FI Fund may invest up to 20% of net assets in the securities of foreign issuers.

 

ClearBridge Appreciation FI (LMPIX) Fund Strength What we like about ClearBridge Appreciation FI (LMPIX) Fund

Data for ClearBridge Appreciation FI Fund (LMPIX) as of May 30, 2016

  • ClearBridge Appreciation FI Fund (LMPIX) management has been with ClearBridge Appreciation FI Fund for 7.8 years
  • ClearBridge Appreciation FI Fund (LMPIX) has good short-term performance (1-year return 2.42% vs -1.15% Large Blend category median performance)
  • ClearBridge Appreciation FI Fund (LMPIX) has good mid-term performance (3-year return 9.64% vs 9.43% Large Blend category median performance)
  • ClearBridge Appreciation FI Fund (LMPIX) has good Long-term performance (5-year return 10.61% vs 10.15% Large Blend category median performance)
  • ClearBridge Appreciation FI Fund (LMPIX) ratio of up-years vs down years is greater than 2
  • ClearBridge Appreciation FI Fund (LMPIX) has a Morningstar rating of 4 and above
  • Asset base in ClearBridge Appreciation FI Fund (LMPIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • ClearBridge Appreciation FI Fund (LMPIX) has an annual stock turnover rate of 6.00% vs Large Blend average of 53.12%. It is good that ClearBridge Appreciation FI management does not trade extensively for its return.
  • ClearBridge Appreciation FI Fund (LMPIX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.84, lower than category average of 11.67
  • ClearBridge Appreciation FI Fund (LMPIX) has a lower expense ratio than its Large Blend average: 0.97% vs 1.02%

ClearBridge Appreciation FI Fund (LMPIX) Weakness What we are cautious about ClearBridge Appreciation FI (LMPIX) Fund

Data for ClearBridge Appreciation FI Fund (LMPIX) as of May 30, 2016

  • Even though ClearBridge Appreciation FI Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See ClearBridge Appreciation FI Fund (LMPIX) performance details as of May 30, 2016

 

What do you think?

 

Compare ClearBridge Appreciation FI Fund (LMPIX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
ClearBridge Appreciation FI3.412.429.6410.61
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare ClearBridge Appreciation FI Fund (LMPIX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of ClearBridge Appreciation FI Fund (LMPIX) Net Asset TrackingClearBridge Appreciation FI (LMPIX) Fund Net Asset

Track net asset change of ClearBridge Appreciation FI fund (LMPIX)

DateNet Asset
05/2016$5.57B
03/2016$5.50B
02/2016$5.19B
More historic net asset information on ClearBridge Appreciation FI Fund (LMPIX)

  

Graph of ClearBridge Appreciation FI Fund (LMPIX) Portfolio TrackingClearBridge Appreciation FI (LMPIX) Fund Portfolio Allocation

Track portfolio allocation change of ClearBridge Appreciation FI fund (LMPIX)

DateCashStockBondOther
03/20167.18%92.82%0%0%
12/20156.37%93.63%0%0%
09/20154.21%95.79%0%0%
Click here to see more historic asset allocation information on ClearBridge Appreciation FI Fund (LMPIX)

 

graph of ClearBridge Appreciation FI Fund (LMPIX) Top 10 Position TrackingTop 10 Holdings in ClearBridge Appreciation FI (LMPIX) Fund

Discover what ClearBridge Appreciation FI Fund (LMPIX) manager is buying

Mar 30, 2016
Microsoft Corporation [3.83%]
Comcast Corporation [3.54%]
Home Depot, Inc. (The) Common S [3.37%]
The Travelers Companies, Inc. C [3.14%]
PPG Industries, Inc. Common Sto [2.82%]
Apple Inc. [2.65%]
Berkshire Hathaway Inc A [2.54%]
Walt Disney Company (The) Commo [2.4%]
Johnson & Johnson Common Stock [2.33%]
Exxon Mobil Corporation Common [2.31%]

Dec 30, 2015
Microsoft Corporation [3.84%]
Home Depot, Inc. (The) Common S [3.34%]
Comcast Corporation [3.27%]
Walt Disney Company (The) Commo [3.07%]
The Travelers Companies, Inc. C [3.03%]
Apple Inc. [2.83%]
PPG Industries, Inc. Common Sto [2.5%]
JP Morgan Chase & Co. Common St [2.38%]
Berkshire Hathaway Inc Class A [2.35%]
Johnson & Johnson Common Stock [2.21%]

Sep 29, 2015
Walt Disney Company (The) Commo [3.6%]
Comcast Corporation [3.49%]
Microsoft Corporation [3.25%]
Apple Inc. [3.14%]
Home Depot, Inc. (The) Common S [3.09%]
The Travelers Companies, Inc. C [2.9%]
Berkshire Hathaway Inc Class A [2.45%]
PPG Industries, Inc. Common Sto [2.35%]
JP Morgan Chase & Co. Common St [2.25%]
Exxon Mobil Corporation Common [2.23%]
Click here for Stock Holding Change Map in ClearBridge Appreciation FI Fund (LMPIX)

  

Latest News on ClearBridge Appreciation FI (LMPIX) Fund

See what is happening with ClearBridge Appreciation FI Fund (LMPIX)

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ClearBridge Appreciation FI Fund (LMPIX) Related ResourcesSee more information on ClearBridge Appreciation FI (LMPIX) Fund

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