LMPPX Mutual Fund

LMPPX Mutual Fund (ClearBridge Appreciation Fund Class R) is managed by Franklin Templeton Investments (US) with $24.7M in net assets. LMPPX expense ratio is 1.24%, holding 62 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2006-12-28.

LMPPX performance shows a YTD return of 6.25%. The 1-year return is 11.54% and the 5-year return is 10.33%. LMPPX dividend yield stands at 12.88%, paid annually.

LMPPX 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 LMPPX holdings, LMPPX sectors, or LMPPX dividends.

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