Shapx fund fact sheet

The fund began offering Advisor Class shares on 12/31/1996, the fund began offering R Class shares on 1/2/2002, the fund began offering R6 Class shares on 5/1/2013, and the fund began offering A Class shares on 9/10/2018. Performance quotations have been calculated as follows: (a).

State Street S&P 500 Index Fund - Class N SVSPX. Fact Sheet Equity As of 03/31/2024. Fund Objective The State Street S&P 500®Index Fund seeks to replicate the total return of the S&P 500®Index. Process The Fund seeks to achieve its investment objective by investing substantially all of its investable assets in a corresponding portfolio.Learn how to make a bar chart in Google Sheets to make it easier to read and more dynamic so your audience can consume it much more easily. Visualizing complex data is important wh...

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Urology. Patient offers free health information links to useful sites and leaflets for you to learn more about Urology. Symptoms, treatment information and fact sheets Try our Symp...Product overview including investment objective; costs; past performance and holdings details.SHAPX Portfolio - Learn more about the ClearBridge Appreciation A investment portfolio including asset allocation, stock style, stock holdings and more. Fund Characteristics Fund Benchmark Total Net Assets $2.04 Billion Number of Holdings 68 808 Average Market Cap (Millions USD) $19,949 $27,472 Price to Book 4.24x 4.86x Price to Earnings (12-Month Trailing) 23.49x 21.33x Risk Statistics (3-Year—Class A) Fund Benchmark Beta 0.97 — R-Squared 0.96 — Sharpe Ratio 0.02 0.26 Standard Deviation ...

Product overview including investment objective; costs; past performance and holdings details. Fact sheet |March 31, 2024. VanguardStrategic Equity Fund. Domestic stock fund . Connect with Vanguard ® • vanguard.com Plain talk about risk . An investment in the fund could lose money over short or long periods of time. You should expect the fund’s share price and total return to fluctuate within a wide range. The fund isSummary. Managed for conservative growth and income investing. Invests primarily in well-established companies with strong balance sheets and a history of consistently paying dividends, helping to provide downside resilience. Price at NAV $54.22 as of 5/14/2024 (updated daily) Fund Assets (millions) $94,086.5.SHAPX - ClearBridge Appreciation A - Reviewing the SHAPX stock price, growth, efficiency, ... Fact Sheets - ClearBridge Select Fund. How we application your personal data As we exercise your information davon to the product or service that you use and will related with states. We may use it in:Listing sheets, which are usually prepared by realtors and real estate agents, give agents, buyers and sellers information on a home for sale. Also known as Multiple Listing Servic...

Share class (Symbol): A (SHAPX), C (SAPCX), FI (LMPIX), R (LMPPX), I (SAPYX), IS (LMESX) CLEARBRIDGE APPRECIATION FUND Before you invest, you may want to review the fund’s Prospectus, which contains more information about the fund and its risks. You can find the fund’s Prospectus and otherThis and other information can be found in the Fund's prospectus, and if available, summary prospectus, which may be obtained by calling 1-800-iShares (1-800-474-2737) or by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal. ….

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Feb 2, 2024 · SHAPX Performance - Review the performance history of the ClearBridge Appreciation A fund to see it's current status, yearly returns, and dividend history. Overall, 91% of homeowners feel their houses are in need of minor or major renovations. Couple that with the fact that mortgaged real estate saw $3.2 trillion in equity gains in 20...Mar 31, 2024 · ClearBridge All Cap Value A SHFVX. ClearBridge All Cap Value A. SHFVX. Morningstar Medalist Rating. Medalist Rating as of Mar 31, 2024 | See Franklin Templeton Investment Hub. Quote. Chart. Fund ...

News about scientific advances in cancer prevention, program activities, and new projects are included here in NCI press releases and fact sheets, articles from the NCI Cancer Bull...See ClearBridge Appreciation Fund (SHAPX) mutual fund ratings from all the top fund analysts in one place. See ClearBridge Appreciation Fund performance, holdings, fees, …MSCI ESG Fund Rating (AAA-CCC): The MSCI ESG Rating is calculated as a direct mapping of ESG Quality Scores to letter rating categories (e.g. AAA = 8.6-10). The ESG Ratings range from leader (AAA, AA), average (A, BBB, BB) to laggard (B, CCC). MSCI ESG Quality Score - Peer Percentile: The fund’s ESG Percentile compared to its Lipper …

rivian r1s delivery update Fact Sheet. 03/31/2024 - PDF (183 KB) This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance. SUBSCRIBE. ORDER PRINTS EMAIL. SAVE. Bond Returns Post Fed Hiking Flyer. 03/31/2024 - PDF (267 KB) This flyer shows the performance of fixed income asset …Min. Initial Investment 1,000. Status Open. TTM Yield 0.61% Turnover 13% USD | NAV as of May 13, 2024 | 1-Day Return as of May 13, 2024, 3:12 PM GMT-7. … dc sunrisenational finals rodeo barrel racing Invests primarily in equity and equity-related securities of all market capitalizations; may also invest in non-U.S. markets and make opportunistic investments in fixed-income securities. Uses a bottom-up, benchmark agnostic approach to identify companies with strong growth prospects and/or attractive valuations.Fund Description. Seeks to invest primarily in established, large-cap companies with a long-term history of performance that are dominant in their industries. Seeks long-term capital growth in a portfolio that is diversified to help manage risk. Emphasizes security selection and fundamental, bottom-up analysis to identify … local 102 nj The fund is designed to seek out the maximum long-term returns consistent with a moderate level of risk. The fund's manager will actively allocate the fund's assets to equity and fixed income investments, seeking to construct portfolios the fund's manager believes are the best combinations of Franklin, Templeton and Franklin Mutual Series … petco normal ilapartments for rent without depositswinging monkey cool math games The fund was incepted in March 1970 and is managed by Smith Barney Fund Management. The objective of the fund is to seek long-term capital appreciation. The fund invests in U.S. growth and value ...6.56B USD. Yield. 0.61%. Front load. 5.50%. Inception date. Mar 10, 1970. Get the latest ClearBridge Appreciation Fund Class A (SHAPX) real-time quote, historical … company with a swoosh logo nyt Analyze the Fund ClearBridge Appreciation Fund Class A having Symbol SHAPX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. jamie obaniondave and busters baton rougeadams tax forms helper 2023 Fund Description. Seeks high current income while minimizing interest rate volatility exposure via short duration, high income debt, including floating-rate instruments. Uses the global breadth of Western Asset's investment platform, fundamental value-oriented investment philosophy and a process that combines top down macro economic views …