ClearBridge Appreciation Fund R (LMPPX)
37.42
-0.05
(-0.13%)
USD |
Aug 24 2026
LMPPX Asset Allocations & Exposures
Asset Allocation
As of July 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.02% |
| Stock | 99.00% |
| Bond | 1.26% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.28% |
Market Capitalization
As of July 31, 2026
| Large | 85.09% |
| Mid | 13.49% |
| Small | 1.42% |
Region Exposure
| Americas | 94.03% |
|---|---|
|
North America
|
94.03% |
| United States | 94.03% |
|
Latin America
|
0.00% |
As of July 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.24% |
|---|---|
| United Kingdom | 2.05% |
|
Europe Developed
|
4.19% |
| Ireland | 1.60% |
| Netherlands | 2.59% |
|
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 | -0.26% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.39% |
| Materials |
|
4.94% |
| Consumer Discretionary |
|
7.66% |
| Financials |
|
11.99% |
| Real Estate |
|
0.80% |
| Sensitive |
|
57.63% |
| Communication Services |
|
9.78% |
| Energy |
|
5.65% |
| Industrials |
|
9.37% |
| Information Technology |
|
32.83% |
| Defensive |
|
15.73% |
| Consumer Staples |
|
5.80% |
| Health Care |
|
8.09% |
| Utilities |
|
1.85% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
As of July 31, 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 | -- |