Shapx fund fact sheet
The Fund is non-diversified and can invest a greater portion of its assets in the obligations or securities of a small number of issuers or any single issuer than a diversified fund can. A change in the value of one or a few issuers’ securities will therefore affect the value of the Fund more than if it was a diversified fund. Management Risk.ClearBridge Appreciation A. SHAPX. Morningstar Medalist Rating. | Medalist Rating as of Feb 2, 2024 | See Franklin Templeton Investment Hub. Quote. Chart. Fund …PSG Asset Management Performance Fee FAQs. +27 (21) 918 7800. Find a comprehensive list of PSG Wealth and Asset Management forms and fact sheets or tell us what you are looking for and we'll find an adviser to match.
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5.50%. Back End Load. N/A. Investment Policy. The Fund seeks long-term appreciation of capital. The Fund typically invests in medium and large capitalization companies, but may also invest in ...The Fund provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced Fund is designed for investors seeking a balance between income and capital growth. The Fund targets a 50% allocation to income asset classes and a 50% allocation to. Performance returnA,B,D,E,F (%) 0.29% p.a.Once you have selected your solution, choose the underlying investment options from the range of premium funds available on our platform. PPS Multi-Managers Investment Options. Investment Horizon. Risk Profile. Monthly Fact Sheet. Quarterly Fact Sheet. Fund Brochure. PPS Equity Fund. Long Term.These and other risks are discussed in the fund’s prospectus. Glossary Beta: A measure of the fund's volatility relative to the market, as represented by the stated Index. A beta greater than 1.00 indicates volatility greater than the market. R-squared measures the strength of the linear relationship between the fund and its benchmark. R ...
Neurology. Patient offers free health information links to useful sites and leaflets for you to learn more about Neurology. Symptoms, treatment information and fact sheets Try our ...Fund Overview Dividend Frequency, if any Annually Morningstar Category Large Growth Lipper Classification Multi-Cap Growth Funds Turnover (fiscal yr) 3% Benchmark(s) 1—S&P 500 Index 2—Russell 1000 Growth Index Fund Characteristics Fund Total Net Assets $18.91 Billion Number of Issuers 101 Average Market Cap (Millions USD) $675,965 Price to ...Fund returns assume the reinvestment of dividends and capital gain distributions. Class I shares are available without a sales charge to eligible investors. 3.1% Cash & Cash Equivalents Specialty Funds MFS Global Real Estate Fund (3.0) MFS Commodity Strategy Fund (3.0) U.S. Stock Funds MFS Value Fund (8.2) MFS Research Fund (7.4) MFS …Fund Fact Sheets. Order History. Forms & Applications. Forms & Applications. How to Invest. How to Invest. Tax Center . Tax Center. ... Factsheet - Franklin Rising Dividends Fund. Product overview including investment objective; costs; past performance and holdings details. Download PDF. Literature Code: 658-FF . Format . PDF . Download PDF.Fact Sheet. 03/31/2024 - PDF (183 KB) This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance. SUBSCRIBE. ORDER PRINTS EMAIL. SAVE. Bond Returns Post Fed Hiking Flyer. 03/31/2024 - PDF (267 KB) This flyer shows the performance of fixed income asset …
Register. SWPPX Fact Sheet. Last updated: March 31, 2024. Subscribe. 0424-S7YX. 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 …Franklin Templeton and Legg Mason funds, and exchange-traded funds and approximately 60% equity and 40% fixed income funds. The fund is designed for investors seeking a moderate level of risk with an intermediate investment horizon. Growth of $10,000 Advisor Class Shares—Inception through March 31, 2024 Excluding Effects of Sales Charges 0K ... ….
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Fund Description Performance. The fund seeks capital appreciation by investing. Growth of a $10,000 Investment - Without Sales Charge (from 01/01/1968-09/30/2021) primarily in companies which management believes are leaders in innovation, take advantage of new technologies, have superior management, and benefit from new industry conditions in ...Analyze the Fund ClearBridge Appreciation Fund Class A having Symbol SHAPX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.SHAPX. Actions. Price (USD) 33.28. Today's Change 0.24 / 0.73% 1 Year change +15.72% Data delayed at least 15 minutes, as of Apr 26 2024. Find Funds and ETFs. Use our fund screener to discover...
2Q-2023 Fund Fact Sheet (SMA) — Capital Group U.S. Flexible Growth ... This fact sheet features information on Capital's investment approach, details on the SMA holdings and standardized results. Details. Updated: Aug 2023. View/Print. Max: 25. 2Q-2023 Fund Fact Sheet (SMA) — Capital Group U.S. Flexible Growth and Income.Fund Characteristics Fund Benchmark Total Net Assets $2.04 Billion Number of Holdings 68 808 Average Market Cap (Millions USD) $19,949 $27,472 Price to Book 4.24x 4.86x Price to Earnings (12-Month Trailing) 23.49x 21.33x Risk Statistics (3-Year—Class A) Fund Benchmark Beta 0.97 — R-Squared 0.96 — Sharpe Ratio 0.02 0.26 Standard Deviation ...The investment seeks to provide long-term appreciation of shareholders' capital. 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% of its net assets in the equity securities of ...
the family chantel final chapter MRK. 2.36%. Eli Lilly & Co. LLY. 2.13%. View Holdings As of 03/31/2024. ClearBridge Appreciation Fund;A mutual fund holdings by MarketWatch. View SHAPX holdings data and information to see the ...Fund Russell 1000 Growth Index (USD) Fund Russell 1000 Growth Index (USD) Information Technology Communication Services Consumer Discretionary Interactive Media & Health Care 10.8 Financials 10.3 Industrials 8.6 Consumer Staples Energy 1.6 Materials Real Estate 0.0 Utilities Application Semiconductors Systems Software Services … pearl st station restaurant malden machina one palm harbor 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% of its net assets in the equity securities of foreign issuers. Fees and Expenses as of 03-01-23 Prospectus Net Expense Ratio 0.93% fnaf fan games characters Fund Characteristics Fund Benchmark Total Net Assets $2.04 Billion Number of Holdings 68 808 Average Market Cap (Millions USD) $19,949 $27,472 Price to Book 4.24x 4.86x Price to Earnings (12-Month Trailing) 23.49x 21.33x Risk Statistics (3-Year—Class A) Fund Benchmark Beta 0.97 — R-Squared 0.96 — Sharpe Ratio 0.02 0.26 Standard Deviation ... vinyl soffit at lowesred tide clearwateryakuza like a dragon saeko 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. william cagle married to marjorie goodson Product overview including investment objective; costs; past performance and holdings details. SHAPX. Price as of: MAY 10, 05:00 PM EDT. $34.12 + $0.09+ 0.26% Primary Theme. U.S. Large-Cap Blend Equity. fund company. Franklin Templeton. Snapshot. Profile. … 10 ft boat trailerphilip wegmann495 south traffic Invests primarily in equity and equity-related securities of all market capitalizations; may also invest in non-U.S. markets and make opportunistic investments in fixed-income securities. Uses a bottom-up, benchmark agnostic approach to identify companies with strong growth prospects and/or attractive valuations.