ClearBridge Appreciation Fund R (LMPPX)
33.11
-0.55
(-1.63%)
USD |
Mar 26 2026
LMPPX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.02% |
| Stock | 98.97% |
| Bond | 1.35% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.34% |
Market Capitalization
As of February 28, 2026
| Large | 89.60% |
| Mid | 8.53% |
| Small | 1.87% |
Region Exposure
| Americas | 93.60% |
|---|---|
|
North America
|
93.60% |
| United States | 93.60% |
|
Latin America
|
0.00% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.72% |
|---|---|
| United Kingdom | 1.70% |
|
Europe Developed
|
5.03% |
| Ireland | 2.03% |
| Netherlands | 3.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.32% |
|---|
Stock Sector Exposure
| Cyclical |
|
24.11% |
| Materials |
|
5.51% |
| Consumer Discretionary |
|
5.71% |
| Financials |
|
12.08% |
| Real Estate |
|
0.81% |
| Sensitive |
|
56.88% |
| Communication Services |
|
14.40% |
| Energy |
|
3.95% |
| Industrials |
|
10.86% |
| Information Technology |
|
27.68% |
| Defensive |
|
17.68% |
| Consumer Staples |
|
6.89% |
| Health Care |
|
9.05% |
| Utilities |
|
1.74% |
| Not Classified |
|
1.33% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
1.33% |
As of February 28, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |