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Mutual Fund Insights: Legg Mason ClearBridge Appreciation I Fund (SAPYX)

In-depth Analysis of Legg Mason ClearBridge Appreciation I Fund (SAPYX)

Mutual fund chart: Legg Mason ClearBridge Appreciation I Fund (SAPYX)

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See Legg Mason ClearBridge Appreciation I Fund (SAPYX) performance details as of February 28, 2010

Last Trade: $12.78 on 3/19/2010, Change: -0.05 (-0.39%)

Experiment our closing price forecasting tool for Legg Mason ClearBridge Appreciation I Fund (SAPYX) (alpha release)

Fund Manager - Scott Glasser

Fund Manager Tenure: 14.2 years [Similar Funds: SAPBX SAPCX ]
Fundmojo Fund Grade: A (Score: 0.7) (What does this score mean?)

Scott Glasser is a managing director, senior portfolio manager and co-director of research with ClearBridge. Prior to joining the firm, Scott Glasser was a credit analyst specializing in fixed income investments for Bear Stearns. In 1993, Scott Glasser joined the research department of predecessor organization Shearson Lehman Brothers as a consumer analyst and transitioned into a role as a portfolio manager one year later. Scott Glasser has 18 years of investment industry experience. Get more insights on Scott Glasser

What we like about Legg Mason ClearBridge Appreciation I Fund (SAPYX)

Data for Legg Mason ClearBridge Appreciation I Fund (SAPYX) as of February 28, 2010

Legg Mason ClearBridge Appreciation I Fund (SAPYX) management has been with Legg Mason ClearBridge Appreciation I Fund for 14.2 years
Legg Mason ClearBridge Appreciation I Fund (SAPYX) has good Long-term performance (5-year return 2.39% vs 0.31 % Large Blend category average)
Legg Mason ClearBridge Appreciation I Fund (SAPYX) ratio of up-years vs down years is greater than 2
Legg Mason ClearBridge Appreciation I Fund (SAPYX) has a Morningstar rating of 4 and above
Legg Mason ClearBridge Appreciation I Fund (SAPYX) has an annual stock turnover rate of 20.00% vs Large Blend average of 79.86%. It is good that Legg Mason ClearBridge Appreciation I management does not trade extensively for its return.
Legg Mason ClearBridge Appreciation I Fund (SAPYX) is less volatile than its peers as it has a 3-year Standard Deviation of 16.63, lower than category average of 20.62
Legg Mason ClearBridge Appreciation I Fund (SAPYX) has a lower management fee than its Large Blend average: 0.72% vs 1.11%
Legg Mason ClearBridge Appreciation I Fund (SAPYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Legg Mason ClearBridge Appreciation I Fund (SAPYX)

Data for Legg Mason ClearBridge Appreciation I Fund (SAPYX) as of February 28, 2010

Legg Mason ClearBridge Appreciation I Fund (SAPYX) has a less-than-ideal short-term performance (1-year return 44.12% vs 53.54 % Large Blend category average)
Legg Mason ClearBridge Appreciation I Fund (SAPYX) has a less-than-ideal mid-term performance (3-year return -1.54% vs -5.77 % Large Blend category average)

See Legg Mason ClearBridge Appreciation I Fund (SAPYX) performance details as of February 28, 2010

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Legg Mason ClearBridge Appreciation I Fund (SAPYX) Net Asset

Track net asset change of Legg Mason ClearBridge Appreciation I fund (SAPYX)

Date	Net Asset
02/2010	$4.19B
01/2010	$352.69M
11/2009	$363.73M

More historic net asset information on Legg Mason ClearBridge Appreciation I Fund (SAPYX)

Legg Mason ClearBridge Appreciation I Fund (SAPYX) Portfolio Allocation

Track portfolio allocation change of Legg Mason ClearBridge Appreciation I fund (SAPYX)

Date	Cash	Stock	Bond	Other
09/2009	7.94%	90.76%	0%	1.29%
06/2009	10.96%	87.72%	0%	1.32%
03/2009	2.47%	96.01%	0%	1.52%

Click here to see more historic asset allocation information on Legg Mason ClearBridge Appreciation I Fund (SAPYX)

Most Recent Top 10 Holdings in Legg Mason ClearBridge Appreciation I Fund (SAPYX)

Discover what Legg Mason ClearBridge Appreciation I Fund (SAPYX) manager is buying

30-Sep-09

THE TRAVELERS CO [3.51%]
JOHNSON AND JOHNS DC [3.18%]
WAL MART STORES [2.91%]
EXXON MOBIL CP [2.28%]
AT&T INC. [2.24%]
Cisco Systems, Inc. [2.13%]
Microsoft Corporation [2.11%]
NEWFIELD EXP COM [2.09%]
PROCTER GAMBLE CO [2.06%]
Berkshire Hathaway Inc. A [2.04%]

30-Jun-09

JOHNSON AND JOHNS DC [3.28%]
THE TRAVELERS CO [3.24%]
WAL MART STORES [3.18%]
EXXON MOBIL CP [2.57%]
AT&T INC. [2.28%]
Microsoft Corporation [2.15%]
WASTE MGMT INC [2.07%]
UNITED TECH [2.05%]
PROCTER GAMBLE CO [2.01%]
Berkshire Hathaway Inc. A [2.01%]

31-Mar-09

Wal-Mart Stores, Inc. [3.98%]
Travelers Companies Inc (The) [3.72%]
Johnson & Johnson [3.53%]
Exxon Mobil Corp. [3.12%]
AT&T Inc [2.69%]
United Technologies Corp. [2.49%]
Berkshire Hathaway Inc. A [2.38%]
Waste Management, Inc. (DE) [2.19%]
Procter & Gamble Co. [2.16%]
Cisco Systems, Inc. [2.15%]

Click here for Stock Holding Change Map in Legg Mason ClearBridge Appreciation I Fund (SAPYX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.