Clearbridge Appreciation Fund Minimum Initial Investment
SAPCX Fund | USD 32.60 0.28 0.87% |
Clearbridge Appreciation Fund fundamentals help investors to digest information that contributes to Clearbridge Appreciation's financial success or failures. It also enables traders to predict the movement of Clearbridge Mutual Fund. The fundamental analysis module provides a way to measure Clearbridge Appreciation's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Clearbridge Appreciation mutual fund.
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Clearbridge Minimum Initial Investment Analysis
Clearbridge Appreciation's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Clearbridge Appreciation Minimum Initial Investment Component Assessment
Based on the recorded statements, Clearbridge Appreciation Fund has a Minimum Initial Investment of 0.0. This indicator is about the same for the Legg Mason average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Clearbridge Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Clearbridge Appreciation's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Clearbridge Appreciation could also be used in its relative valuation, which is a method of valuing Clearbridge Appreciation by comparing valuation metrics of similar companies.Clearbridge Appreciation is rated third largest fund in minimum initial investment among similar funds.
Fund Asset Allocation for Clearbridge Appreciation
The fund consists of 95.86% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Clearbridge Appreciation's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Clearbridge Fundamentals
Price To Earning | 19.30 X | ||||
Price To Book | 3.02 X | ||||
Price To Sales | 2.00 X | ||||
Total Asset | 6.57 B | ||||
Year To Date Return | 10.17 % | ||||
One Year Return | 29.62 % | ||||
Three Year Return | 10.48 % | ||||
Five Year Return | 13.15 % | ||||
Ten Year Return | 10.93 % | ||||
Net Asset | 6.4 B | ||||
Last Dividend Paid | 0.02 | ||||
Cash Position Weight | 4.14 % | ||||
Equity Positions Weight | 95.86 % |
About Clearbridge Appreciation Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Clearbridge Appreciation Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Clearbridge Appreciation using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Clearbridge Appreciation Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Clearbridge Appreciation in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Clearbridge Appreciation's short interest history, or implied volatility extrapolated from Clearbridge Appreciation options trading.
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Check out Clearbridge Appreciation Piotroski F Score and Clearbridge Appreciation Altman Z Score analysis. 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 Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
Complementary Tools for Clearbridge Mutual Fund analysis
When running Clearbridge Appreciation's price analysis, check to measure Clearbridge Appreciation's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Clearbridge Appreciation is operating at the current time. Most of Clearbridge Appreciation's value examination focuses on studying past and present price action to predict the probability of Clearbridge Appreciation's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Clearbridge Appreciation's price. Additionally, you may evaluate how the addition of Clearbridge Appreciation to your portfolios can decrease your overall portfolio volatility.
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