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Objective & Strategy. The fund’s investment objective is long-term growth of capital. Investing primarily in common stocks of small-cap companies that management believes can generate sustainable growth in revenue, earnings and cash flow that is not fully reflected in investor expectations or equity valuations.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 ...SHAPX Summary. ClearBridge Appreciation Fund Class A SHAPX. Schwab Mutual Fund OneSource®. (no-load, no-transaction-fee) Prospectus. Mutual Fund. …What this fund does The fund invests solely in the energy sector and focuses on identifying companies that can Fund overview (as of 03/31/24) Fund objective The fund seeks long-term growth of capital. Total net assets $503.27 million Distribution frequency Yearly Morningstar category Equity Energy Portfolio managers Kevin Holt, Umang Khetan 52%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.Check out ClearBridge Appreciation A via our interactive chart to view the latest changes in value and identify key financial events to make the best decisions.Fund Description. Invests in a portfolio focused primarily on mid-sized companies. Seeks long term capital appreciation by investing in companies with exploitable multi-year growth opportunities. Seeks to invest in companies with attractive valuations, disciplined capital allocation, and solid free cash flow and balance sheets. 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) Fund Description. Seeks to invest in high-quality stocks with an attractive or improving dividend profile. Seeks a combination of dividend income, dividend growth and long-term capital appreciation. Uses fundamental analysis to select a diversified portfolio of companies with long histories of paying and raising dividends.Jack Shannon. Analyst Note. Longtime comanager Scott Glasser is stepping off this strategy effective Dec. 31, 2024, to focus his energies solely on his role as chief investment officer of ...Fund. 3-10 Billion. 0.78%. 10-25 Billion. 1.72%. Find latest pricing, performance, portfolio and fund documents for ClearBridge Appreciation Fund - SHAPX.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 …Register. SCHP Fact Sheet. Last updated: March 31, 2024. Subscribe. 0424-YK04. Not FDIC Insured • No Bank Guarantee • May Lose Value. Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account …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...April 2021. March 2021. February 2021. January 2021. +27 (21) 918 7800. [email protected]. PSG Head Office The Edge, 3 Howick Close Tyger Waterfront Bellville 7530. Asset Management Fund Fact Sheets.

Fund Fact Sheets. Order History. Forms & Applications. Forms & Applications. How to Invest. How to Invest. Tax Center . Tax Center. ... Factsheet - Franklin Income Fund. Product overview including investment objective; costs; past performance and holdings details. Download PDF. Literature Code: 609-FF . Format . PDF . Download PDF. Fund Performance. The fund has returned 9.57 percent over the past year, 10.17 percent over the past three years, 10.39 percent over the past five years, and 10.19 percent over the past decade. 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. Read it carefully before investing.Learn how to make a pie chart on Google Sheets to represent the proportional data or relative data in a single chart to clearly show your data. If you deal with a lot of data, chan...

Fund Performance. The fund has returned 9.57 percent over the past year, 10.17 percent over the past three years, 10.39 percent over the past five years, and 10.19 percent over the past decade. Fund Description. Seeks to maximize current monthly income exempt from regular federal income taxes. Focuses on sector rotation and issuer selection, primarily within intermediate and long-term investment grade municipal securities. Uses Western Asset’s value-oriented investment process led by a deep and experienced team of …SHAPX Portfolio - Learn more about the ClearBridge Appreciation A investment portfolio including asset allocation, stock style, stock holdings and more.…

Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. What this fund does The fund is an active. Possible cause: A summary prospectus, if available, or a Prospectus for the Fund conta.