Shapx fund fact sheet

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 …

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 isThis 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.Fund Description. Seeks to achieve a balance of growth of capital and income. Uses a “fund of funds” approach to provide exposure to multiple asset classes and strategies, including non-traditional, with equity ranges of between 35% and 65%, and 35% to 65% in fixed income strategies. Active monitoring and rebalancing serves to …Apr 30, 2024 · The style box reveals a fund's investment style. The vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend, or growth). Placement is determined by fund portfolio holding figures most recently entered into Morningstar's database and corresponding market conditions. You don't have to be a bartender or a mixologist to pour a decent cocktail. You do, however, need to know what goes into it. This cheat sheet shows you how much of which ingredient...What this fund does The fund is an actively managed, balanced portfolio composed of value stocks, high-quality moderate volatility by seeking to identify the best income opportunities. Fund overview (as of 03/31/24) Fund objective The fund seeks current income and, secondarily, capital appreciation. Total net assets $12,565.76 millionThis 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.

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 otherSHAPX : CLEARBRIDGE APPRECIATION A. ZACKS RANK: 3 - HOLD. Ticker: SHAPX. Manager: Team Managed. Manager Since: NAV (05/10/2024): 34.12. NAV (03/29/2024): …What this fund does The fund seeks to provide investors exposure to smaller-cap companies whose stock price has -term investment horizon allows this traditional approach to value investing to play out across cycles. Fund overview (as of 03/31/24) Fund objective The fund seeks long-term growth of capital. Total net assets $4,616.42 millionShare 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 otherProspectus and Fund Reports Fact Sheet About risk As with any mutual fund investment, loss of money is a risk of investing. An investment in the Fund is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. The risks associated with an investment …

Gross Expense Ratio. 0.87%. Net Expense Ratio. 0.64%. The Net Expense Ratio excluding Investment Related Expenses is 0.62% Investment Related Expenses include acquired fund fees of 0.02%, and interest expense (cost of borrowing securities to seek to enhance return or reduce risk) of 0.00%, and certain other expenses, if applicable.HDFC Life Insurance Online - Life Insurance Plans and Policies in India-up, benchmark agnostic stock selection, the fund focuses on identifying undervalued stocks across all sectors creating a high conviction portfolio. Fund overview (as of 03/31/24) Fund objective The fund seeks total return through growth of capital and current income. Total net assets $11,492.83 million Distribution frequency QuarterlyThe Fund is not managed with reference to any benchmark, the above comparators are provided for information purposes only. 1 T class accumulation shares, net of fees priced at midday UK time, source: Bloomberg. 2 MSCI World Index (£ Net) priced at close of business US time, source: www.msci.com. The MSCI World Index is a developed world …

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Advertisement Advertisement Please copy/paste the following text to properly cite this HowStuffWorks.com article: Advertisement Advertisement AdvertisementFund. The 10X Your Future Fund is our flagship offering, carefully constructed to deliver cost-effective exposure to a wide range of local and international asset classes. With a higher allocation to growth assets like equities and property, this fund is well-suited for investors seeking long-term capital appreciation to build their wealth.May 8, 2024 · MRK. 2.36%. Eli Lilly & Co. LLY. 2.13%. View Holdings As of 03/31/2024. ClearBridge Appreciation Fund;A mutual fund holdings by MarketWatch. View SHAPX holdings data and information to see the ... ClearBridge Appreciation A. SHAPX. Morningstar Medalist Rating. | Medalist Rating as of Feb 2, 2024 | See Franklin Templeton Investment Hub. Quote. Chart. Fund …Ophthalmology. Patient offers free health information links to useful sites and leaflets for you to learn more about Ophthalmology. Symptoms, treatment information and fact sheets ...

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 …Franklin Templeton and Legg Mason funds, and exchange-traded funds and approximately 60% equity and 40% fixed income funds. The fund is designed for investors seeking a moderate level of risk with an intermediate investment horizon. Growth of $10,000 Advisor Class Shares—Inception through March 31, 2024 Excluding Effects of Sales Charges 0K ...American Funds 2050 Target Date Retirement Fund (Class A | Fund 69 | AALTX) based upon proximity to its target date, seeks to provide growth, income and conservation of capital. ... Quarterly Fund Fact Sheet (PDF) 05/24. Summary Prospectus (PDF) 01/24. Prospectus (PDF) 01/24. Statement of additional information (PDF) 01/24.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.ClearBridge Appreciation Fund Class A SHAPX: Schwab Mutual Fund OneSource® ...The Fund is non-diversified and can invest a greater portion of its assets in the obligations or securities of a small number of issuers or any single issuer than a diversified fund can. A change in the value of one or a few issuers’ securities will therefore affect the value of the Fund more than if it was a diversified fund. Management Risk.Capital reserve is money that is built up by a municipality or business so that it can be used for large capital expenditures. On the balance sheet, capital reserves are placed in ...Fund Overview Dividend Frequency, if any Annually Morningstar Category Large Growth Lipper Classification Multi-Cap Growth Funds Turnover (fiscal yr) 3% Benchmark(s) 1—S&P 500 Index 2—Russell 1000 Growth Index Fund Characteristics Fund Total Net Assets $18.91 Billion Number of Issuers 101 Average Market Cap (Millions USD) $675,965 Price to ...Capital reserve is money that is built up by a municipality or business so that it can be used for large capital expenditures. On the balance sheet, capital reserves are placed in ...

Retained earnings on a balance sheet represents the sum of profits that were not distributed to shareholders. Corporations do not have to distribute all retained earnings; they may...

SHFVX - ClearBridge All Cap Value A - Review the SHFVX stock price, growth, performance, sustainability and more to help you make the best investments. Find the latest ClearBridge Appreciation A (SHAPX) stock quote, history, news and other vital information to help you with your stock trading and investing. Get the latest ClearBridge Appreciation Fund Class A (SHAPX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment ... NON-VANGUARD FUNDS. SHAPX ClearBridge Appreciation Fund Class A. NTF funds. Buy. Compare. YTD performance. 8.02%. as of 04/26/2024. Asset class. Domestic Stock. Category. ... The fund profiles are intended to provide a brief summary of the mutual funds. Not all disclosures apply to all funds. Cost data shown here may be …Apr 30, 2024 · ClearBridge Investments. ClearBridge Investments is a well-established global investment manager focusing on proprietary research and fundamental investing. With over 60 years of experience building portfolios for clients seeking income solutions, high active share or low-volatility, long-tenured portfolio managers provide strong leadership in ... An impractically large bow makes any gift a little more fun. Have you ever seen a car commercial on TV and wondered where those big red bows come from? You’re not the only one—Capi...Fund Description. Invests primarily in equity securities of U.S. companies. Typically focusing on medium and large cap companies, but may also invest in small cap companies. Seeks long-term capital appreciation potential in core equity holdings that strike a careful balance between reward and risk.Search Ashburton factsheets. Ashburton Fund Managers (Proprietary) Limited is a licensed Financial Services Provider (“FSP”) in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002, FSP number 40169, and Ashburton Management Company RF (Pty) Ltd is an approved manager of Collective Investment Schemes in terms of …SHAPX. Actions. Price (USD) 33.28. Today's Change 0.24 / 0.73% 1 Year change +15.72% Data delayed at least 15 minutes, as of Apr 26 2024. Find Funds and ETFs. Use our fund screener to discover...

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HSBC MPF Fund Fact Sheet 4Q 2023 4Q 2023 This link will open in a new window. 3Q 2023 3Q 2023 This link will open in a new window. 2Q 2023 2Q 2023 This link will open in a new window. 1Q 2023 1Q 2023 This link will open in a new window. The above HSBC MPF Fund Fact Sheets are archived to provide historical information and are for reference onlySAPYX - ClearBridge Appreciation I - Review the SAPYX stock price, growth, performance, sustainability and more to help you make the best investments.Fund Description. Seeks high current return via a portfolio of primarily mortgage-backed securities (Agency, Non-Agency, CMBS), allocating no less than 80% of total portfolio assets to investment grade issues. Uses the global breadth of Western Asset's investment platform, fundamental value-oriented investment philosophy and a process that ...Fund Description. Seeks to achieve a balance of growth of capital and income. Uses a “fund of funds” approach to provide exposure to multiple asset classes and strategies, including non-traditional, with equity ranges of between 35% and 65%, and 35% to 65% in fixed income strategies. Active monitoring and rebalancing serves to …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:SHAPX Portfolio - Learn more about the ClearBridge Appreciation A investment portfolio including asset allocation, stock style, stock holdings and more.Advertisement Advertisement Please copy/paste the following text to properly cite this HowStuffWorks.com article: Advertisement Advertisement Advertisement is a market capitalization-weighted index designed to measure the performance of the large-cap growth segment of the U.S. equity market. It includes those Russell 1000 Index companies with higher price-to-book ratios and higher forecasted growth rates. Sharpe Ratio. is a risk-adjusted measure calculated using standard. 2Q-2023 Fund Fact Sheet (SMA) — Capital Group U.S. Flexible Growth ... This fact sheet features information on Capital's investment approach, details on the SMA holdings and standardized results. Details. Updated: Aug 2023. View/Print. Max: 25. 2Q-2023 Fund Fact Sheet (SMA) — Capital Group U.S. Flexible Growth and Income.May 8, 2024 · MRK. 2.36%. Eli Lilly & Co. LLY. 2.13%. View Holdings As of 03/31/2024. ClearBridge Appreciation Fund;A mutual fund holdings by MarketWatch. View SHAPX holdings data and information to see the ... ….

Description. Fund Objective. The investment objectives of the fund are: (1) conservation of capital, (2) current income and (3) long-term growth of capital and income. Distinguishing Characteristics. With a diversified portfolio of quality stocks and bonds, this balanced fund generally invests between 50% and 75% of its assets in equities, with ...Seeks to achieve a balance of growth of capital and income. Uses a “fund of funds” approach to provide exposure to multiple asset classes and strategies, including non-traditional, with equity ranges of between 35% and 65%, and 35% to 65% in fixed income strategies. Active monitoring and rebalancing serves to periodically adjust Fund ...One of the most important parts of a fund factsheet is the “investment objective”. This explains what the fund manager plans to do, in terms of targeting capital gains or income. Here you are ...The fund seeks to maximize income, while maintaining prospects for capital appreciation, by investing in a diversified portfolio of stocks and bonds. Growth of $10,000 Advisor Class Shares—Inception through March 31, 2024 Excluding Effects of Sales Charges 0K 2000K 4000K 6000K 8000K 10000Kto the fund's prospectus or contact your Service Agent for more information. Share Class Details Sales Charges (%) Expenses (%) CUSIP Ticker Max CDSC Gross Net Class A 52468E105 SHAPX 5.50 — 0.93 0.93 Class C 52468E303 SAPCX 0.00 1.00 1.65 1.65 Class FI 52468E600 LMPIX 0.00 — 1.05 1.05 Class I 52468E402 SAPYX 0.00 — 0.64 0.642.3 2.3. Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 for a prospectus. Carefully consider the fund’s objectives, risks, charges and expenses before investing. The prospectus contains this and other fund information.0.50%. USD. PRULink Global Emerging Markets Dynamic Fund – US Dollar. 8.06%. 2.18%. USD. Fund returns are net of Annual Management Charge. Past performance is not necessarily indicative of the future of likely performance of the fund. The PRULink Cash Flow Fund Plus - Hedged Share Class Peso was launched on …Apr 30, 2024 · ClearBridge Investments. ClearBridge Investments is a well-established global investment manager focusing on proprietary research and fundamental investing. With over 60 years of experience building portfolios for clients seeking income solutions, high active share or low-volatility, long-tenured portfolio managers provide strong leadership in ... View the latest ClearBridge Appreciation Fund;A (SHAPX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Shapx fund fact sheet, [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1]