Clearbridge Appreciation Mutual Fund Money Managers
| SAPCX Fund | USD 31.62 0.28 0.89% |
Break down of Clearbridge Appreciation's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Clearbridge Appreciation's future under-performance.
| Michael Kagan Executive Fund Manager |
| More |
Clearbridge |
Clearbridge Appreciation Net Asset Comparison
Clearbridge Appreciation Fund is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 66.24 Billion. Clearbridge Appreciation holds roughly 6.4 Billion in net asset claiming about 10% of funds under Large Blend category.
Clearbridge Appreciation Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Clearbridge Appreciation Price Series Summation is a cross summation of Clearbridge Appreciation price series and its benchmark/peer.
Clearbridge Appreciation Stakeholder
| Michael Kagan | Fund Manager | Profile |
About Clearbridge Appreciation Management Performance
The success or failure of an entity such as Clearbridge Appreciation often depends on how effective the management is. Clearbridge Appreciation management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Clearbridge management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Clearbridge management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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 percent of its net assets in the equity securities of foreign issuers.
Please note that past performance is not an indicator of the future performance of Clearbridge Appreciation, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Clearbridge Appreciation Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Clearbridge Appreciation information on this page should be used as a complementary analysis to other Clearbridge Appreciation's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.