SAPCX:NASDAQ
ClearBridge Appreciation Fund Class C – SAPCX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 35.16 | -0.51 (-1.43%) | 28.64 - 37.10 | -- |
Market data as of 12:00AM 08/01/25. Quotes are delayed by at least 15 min.
Overview - SAPCX
The investment seeks to provide long-term appreciation of shareholders' capital.
The 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. The fund may invest up to 20% of its net assets in the equity securities of foreign issuers.
Growth of $10,000 (10 Years)
| Total Return | 9.06% |
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| Yield (Trailing 12 Mo.) | 0.00% |
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| Expense Ratio | 1.65% |
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| Front Load | None |
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| Deferred Load | 1.00% |
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| Minimum Investment | $1,000 |
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| Management Tenure | 16 Years |
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| Fund Inception | 02/04/1993 |
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Trailing Total Returns - SAPCX
as of 06/30/2025
| Timeframe | SAPCX | S&P 500 | Large Blend |
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| 1 Month | 4.48% | 5.09% | 4.65% |
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| 3 Month | 10.17% | 10.94% | 9.94% |
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| Year-to-Date | 6.48% | 6.20% | 5.74% |
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| 1 Year | 13.34% | 15.16% | 13.30% |
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| 3 Year | 16.85% | 19.71% | 17.55% |
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| 5 Year | 14.63% | 16.64% | 15.14% |
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| 10 Year | 11.61% | 13.65% | 12.05% |
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| Since Inception | 9.06% | 11.14% | -- |
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Sector Allocation - SAPCX
as of 06/30/2025
| Basic Materials | | 4.49% |
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| Consumer Cyclical | | 7.68% |
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| Financial Services | | 15.99% |
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| Real Estate | | 1.04% |
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| Consumer Defensive | | 6.68% |
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| Healthcare | | 6.20% |
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| Utilities | | 1.31% |
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| Communication Services | | 12.07% |
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| Energy | | 3.50% |
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| Industrials | | 11.04% |
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| Technology | | 30.01% |
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Asset Allocation - SAPCX
as of 06/30/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 95.40 | 95.40 |
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| Bond | 0.00 | | | 0.00 | 0.00 |
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| Other | 0.00 | | | 0.00 | 0.00 |
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| Foreign Stock | 0.00 | | | 2.11 | 2.11 |
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| Foreign Bond | 0.00 | | | 0.00 | 0.00 |
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| Total | 0.00 | | | 97.51 | 97.51 |
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| Cash | 0.05 | | | 2.54 | 2.49 |
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| Total Net Assets | $9.24B |
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| Total Stock Holdings | 59 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - SAPCX
as of 06/30/2025
Valuation & Growth - SAPCX
as of 06/30/2025
| Valuation | SAPCX | Category Range |
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| Price/Earnings | 28.72 | |
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| Price/Book | 5.42 | |
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| Price/Sales | 4.36 | |
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| Price/Cash Flow | 22.11 | |
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| Dividend Yield | 1.28 | |
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| LT Earnings | 9.28 | |
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| Historical Earnings | 15.1 | |
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| Sales Growth | 7.78 | |
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| Cash-Flow Growth | 14.11 | |
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| Book-Value Growth | 10.94 | |
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