LMPIX Mutual Fund

LMPIX Mutual Fund (ClearBridge Appreciation Fund Class FI) is managed by Franklin Templeton Investments (US) with $1.8M in net assets. LMPIX expense ratio is 1.02%, holding 62 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2008-12-19.

LMPIX performance shows a YTD return of 6.39%. The 1-year return is 11.77% and the 5-year return is 10.61%. LMPIX dividend yield stands at 12.80%, paid annually.

LMPIX top holdings include Nvidia Corp. (8.8%), Alphabet Inc. C (6.8%), Apple, Inc (4.8%), Microsoft Corp (4.4%), Amazon.Com Inc (3.7%). Go to all LMPIX holdings, LMPIX sectors, or LMPIX dividends.

LMPIX can be compared against other funds. Use LMPIX overlap to find shared positions, or LMPIX vs another fund for a side-by-side view. LMPIX alternatives are available via the screener, along with tax-loss harvesting opportunities.