ClearBridge Appreciation Fund R (LMPPX)
34.83
+0.16
(+0.46%)
USD |
Dec 22 2025
LMPPX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.01% |
| Stock | 99.05% |
| Bond | 0.95% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.02% |
Market Capitalization
As of November 30, 2025
| Large | 89.33% |
| Mid | 8.96% |
| Small | 1.71% |
Region Exposure
| Americas | 94.39% |
|---|---|
|
North America
|
94.39% |
| United States | 94.39% |
|
Latin America
|
0.00% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.61% |
|---|---|
| United Kingdom | 1.01% |
|
Europe Developed
|
4.60% |
| Ireland | 1.98% |
| Netherlands | 2.62% |
|
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 | -0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.63% |
| Materials |
|
4.67% |
| Consumer Discretionary |
|
7.26% |
| Financials |
|
12.93% |
| Real Estate |
|
0.78% |
| Sensitive |
|
56.56% |
| Communication Services |
|
14.14% |
| Energy |
|
3.27% |
| Industrials |
|
9.19% |
| Information Technology |
|
29.96% |
| Defensive |
|
16.87% |
| Consumer Staples |
|
6.64% |
| Health Care |
|
8.85% |
| Utilities |
|
1.37% |
| Not Classified |
|
0.95% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.95% |
As of November 30, 2025
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 | -- |