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 ...American Funds 2050 Target Date Retirement Fund (Class A | Fund 69 | AALTX) based upon proximity to its target date, seeks to provide growth, income and conservation of capital. ... Quarterly Fund Fact Sheet (PDF) 05/24. Summary Prospectus (PDF) 01/24. Prospectus (PDF) 01/24. Statement of additional information (PDF) 01/24.The fund began offering Advisor Class shares on 12/31/1996, the fund began offering R Class shares on 1/2/2002, the fund began offering R6 Class shares on 5/1/2013, and the fund began offering A Class shares on 9/10/2018. Performance quotations have been calculated as follows: (a)Funds. ClearBridge Appreciation Fund Class A. + Add to watchlist. SHAPX. Actions. Price (USD) 33.28. Today's Change 0.24 / 0.73% 1 Year change +15.72% Data …The style box reveals a fund's investment style. The vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend, or growth). Placement is determined by fund portfolio holding figures most recently entered into Morningstar's database and corresponding market conditions.The fund has the ability to invest in every sector of the bond market and pursue multiple sources of active return, with a limited percentage of below-investment-grade holdings. This approach may help diversify equity risk in a portfolio. Price at NAV $11.10 as of 5/10/2024 (updated daily)Summary Prospectus. March 1, 2021. Share class (Symbol): A (SHAPX), C (SAPCX), FI (LMPIX), R (LMPPX), I (SAPYX), IS (LMESX) CLEARBRIDGE. APPRECIATION FUND. …Get factsheet lists performance of equity and debt schemes of your funds with us. Aditya Birla Capital. Aditya Birla Capital. ABC Home . ABC Solution . Loans. Home Loans ... Mutual Fund Fact Sheets - Aditya Birla Sun Life Mutual Fund. Home. Forms & Downloads. Factsheets 2024; 2023; 2022; 2021; 2020; 2019; 2018; 2017; 2016; 2015; …What this fund does The fund seeks to provide investors exposure to smaller-cap companies whose stock price has -term investment horizon allows this traditional approach to value investing to play out across cycles. Fund overview (as of 03/31/24) Fund objective The fund seeks long-term growth of capital. Total net assets $4,616.42 millionApr 30, 2024 · The fund was incepted in March 1970 and is managed by Smith Barney Fund Management. The objective of the fund is to seek long-term capital appreciation. The fund invests in U.S. growth and value ... Search Ashburton factsheets. Ashburton Fund Managers (Proprietary) Limited is a licensed Financial Services Provider (“FSP”) in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002, FSP number 40169, and Ashburton Management Company RF (Pty) Ltd is an approved manager of Collective Investment Schemes in terms of …Register. SCHX Fact Sheet. Last updated: March 31, 2024. Subscribe. 0124-BBYZ. 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 …Fact Sheet - ClearBridge Select Fund. 2020 1Q Mutual Funds | U.S. Equity | Mid-Cap. CLEARBRIDGE. SELECT FUND. Investment overview. Seeks long-term growth of capital as it takes an unconstrained approach to investing with an emphasis on. equity securities. Invests primarily in equity and equity-related securities of all market capitalizations ...For additional mutual fund and exchange traded fund data (such as sector / industry / country / regional / fund allocations of sources of value add, maturity / quality / market capitalization allocations) not currently shown on individual Fund webpages or the Fund Factsheet, please call JPM Shareholder Services desk at 1-800-480-4111.Fund Description. The fund seeks the highest level of long-term total return that is consistent with an acceptable level of risk by investing in a diversified portfolio of debt and equity securities and, to a lesser extent, alternative strategies. The fund may shift its investments from one asset class to another based on the investment manager ...Search Ashburton factsheets. Ashburton Fund Managers (Proprietary) Limited is a licensed Financial Services Provider (“FSP”) in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002, FSP number 40169, and Ashburton Management Company RF (Pty) Ltd is an approved manager of Collective Investment Schemes in terms of …Urology. Patient offers free health information links to useful sites and leaflets for you to learn more about Urology. Symptoms, treatment information and fact sheets Try our Symp...May 8, 2024 · Fund Description. Seeks to invest primarily in established, large-cap companies with a long-term history of performance that are dominant in their industries. Seeks long-term capital growth in a portfolio that is diversified to help manage risk. Emphasizes security selection and fundamental, bottom-up analysis to identify companies with the ... Share class (Symbol): A (SHAPX), C (SAPCX), FI (LMPIX), R (LMPPX), I (SAPYX), IS (LMESX) CLEARBRIDGE APPRECIATION FUND ... The fund may invest up to 20% of its net assets in the equity securities of foreign issuers. Principalrisks Risk is inherent in all investing. The value of your investment in the fund, as well as the amountIt’s never too early to start planning for retirement. Once retirement rolls around, however, this doesn’t mean you’re finished investing. In fact, there are lots of investments yo...Fund Description. Seeks to achieve a balance of growth of capital and income. Uses a “fund of funds” approach to provide exposure to multiple asset classes and strategies, including non-traditional, with equity ranges of between 35% and 65%, and 35% to 65% in fixed income strategies. Active monitoring and rebalancing serves to …The style box reveals a fund's investment style. The vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend, or growth). Placement is determined by fund portfolio holding figures most recently entered into Morningstar's database and corresponding market conditions.Designed to provide long-term capital growth. primarily through a portfolio of U.S. small cap. equity securities. Approach. • Employs a fundamental bottom-up investment process to. invest in a diversified portfolio of small cap stocks. • Seeks to invest in companies with leading competitive. advantages, predictable and durable business ...Prior to April 2, 2024, Rule 2a-7 required that money market funds maintain at least 10% daily liquidity assets and at least 30% weekly liquidity assets. Effective April 2, 2024, the daily and weekly liquid assets thresholds increased to 25% and 50%, respectively. Both requirements are “point of purchase” requirements. Factsheet - Franklin Income Fund. Product overview including investment objective; costs; past performance and holdings details. Download PDF. Literature Code: 6.56B USD. Yield. 0.61%. Front load. 5.50%. Inception date. Mar 10, 1970. Get the latest ClearBridge Appreciation Fund Class A (SHAPX) real-time quote, historical …News about scientific advances in cancer prevention, program activities, and new projects are included here in NCI press releases and fact sheets, articles from the NCI Cancer Bull... Fund Analysis Performance Sustainability Risk Price Portfolio People Parent NAV / 1-Day Return 105.71 / +0.25 % Total Assets 4.3 Bil; Adj. Expense Ratio 1.140 % Expense ... 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.What this fund does The fund seeks to provide investors exposure to smaller-cap companies whose stock price has -term investment horizon allows this traditional approach to value investing to play out across cycles. Fund overview (as of 03/31/24) Fund objective The fund seeks long-term growth of capital. Total net assets $4,616.42 millionSAPYX - ClearBridge Appreciation I - Review the SAPYX stock price, growth, performance, sustainability and more to help you make the best investments.If the fund’s return (after fees and costs) is equal to that of its benchmark, a fee of 1.00% will be charged. We share in 20% of performance above the benchmark, up to a maximum total annual fee of 3.00%. Performance is measured over a rolling 24-month period. When the fund return is below the benchmark over a rolling 60-month period the fee ...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 …SI = Since Inception. Fund Inception: 12/19/1985. Performance prior to 10/24/16 for Class I-shares reflects the performance, fees, and expenses of the Investor Class of the predecessor fund Schroder International Alpha Fund. If Class I fees and expenses were reflected, performance would have differed. SI performance is calculated from 12/19/85.Western Asset. One of the world’s leading global fixed income managers. Founded in 1971, the firm is known for team management and proprietary research, supported by robust risk management and a long-term fundamental value approach. Each group of sector specialists utilizes their expertise in bottom-up analysis of each portfolio …If the fund’s return (after fees and costs) is equal to that of its benchmark, a fee of 1.00% will be charged. We share in 20% of performance above the benchmark, up to a maximum total annual fee of 3.00%. Performance is measured over a rolling 24-month period. When the fund return is below the benchmark over a rolling 60-month period the fee ...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. Fund Analysis Performance Sustainability Risk Price Portfolio People Parent NAV / 1-Day Return 105.71 / +0.25 % Total Assets 4.3 Bil; Adj. Expense Ratio 1.140 % Expense ... Tenured and experienced portfolio management team. Distinct research structure. Our investment professionals are organized into collaborative sector teams. Fund Information. Asset Class. Equity. Share Class Inception …The style box reveals a fund's investment style. The vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend, or growth). Placement is determined by fund portfolio holding figures most recently entered into Morningstar's database and corresponding market conditions.SHAPX Portfolio - Learn more about the ClearBridge Appreciation A investment portfolio including asset allocation, stock style, stock holdings and more.Fund Comparison 1,2 This section compares the fund to its benchmark and alternatives from our Mutual Fund OneSource Select List. Fund Name Inception Ticker Exp Ratio 1 Year 3 Year 5 Year10 Year Since Incep. ClearBridge Appreciation Fund Class A (03/70) SHAPX 0.93 21.48 9.69 12.42 10.82 10.50SHAPX Summary. ClearBridge Appreciation Fund Class A SHAPX. Schwab Mutual Fund OneSource®. (no-load, no-transaction-fee) Prospectus. Mutual Fund. …0.50%. USD. PRULink Global Emerging Markets Dynamic Fund – US Dollar. 8.06%. 2.18%. USD. Fund returns are net of Annual Management Charge. Past performance is not necessarily indicative of the future of likely performance of the fund. The PRULink Cash Flow Fund Plus - Hedged Share Class Peso was launched on …Register. SCHB Fact Sheet. Last updated: March 31, 2024. Subscribe. 0124-BBYZ. 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 …Listing sheets, which are usually prepared by realtors and real estate agents, give agents, buyers and sellers information on a home for sale. Also known as Multiple Listing Servic...The fund seeks to maximize income, while maintaining prospects for capital appreciation, by investing in a diversified portfolio of stocks and bonds. Growth of $10,000 Advisor Class Shares—Inception through March 31, 2024 Excluding Effects of Sales Charges 0K 2000K 4000K 6000K 8000K 10000KA flexible approach to growth investing. Seeks opportunities in traditional growth stocks as well as cyclical companies and turnaround situations with significant potential for growth of capital. Price at NAV $70.43 as of 5/13/2024 (updated daily) Fund Assets (millions) $261,398.0. Portfolio Managers 13. Expense Ratio. (Gross/Net %) 0.63 / 0.63%.Fund details, performance, holdings, distributions and related documents for Schwab U.S. Treasury Money Fund - Investor Shares (SNSXX) | The fund’s goal is to seek the highest current income consistent with stability of capital and liquidity.to the fund's prospectus or contact your Service Agent for more information. Share Class Details Sales Charges (%) Expenses (%) CUSIP Ticker Max CDSC Gross Net Class A 52468E105 SHAPX 5.50 — 0.93 0.93 Class C 52468E303 SAPCX 0.00 1.00 1.65 1.65 Class FI 52468E600 LMPIX 0.00 — 1.05 1.05 Class I 52468E402 SAPYX 0.00 — 0.64 0.642Q-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. The fund began offering Advisor Class shares on 12/31/1996, the fund began offering R Class shares on 1/2/2002, the fund began offering R6 Class shares on 5/1/2013, and the fund began offering A Class shares on 9/10/2018. Performance quotations have been calculated as follows: (a) Whether your skin is dry, oily, or battling maskne, there’s a sheet mask to help you out. To help you get some relaxing, affordable skin care, here are the best sheet masks availab...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 ...A mutual fund fact sheet is an accessible tool for investors to stay informed about a fund's essentials. Fact sheets detail critical information on fees, risk, and historical returns. Analyzing ...Fund Characteristics Fund Benchmark Total Net Assets $3.35 Billion Number of Holdings 90 2,949 Average Market Cap (Millions USD) $331,788 $675,248 Price to Book 9.61x 5.86x Price to Earnings (12-Month Trailing) 33.00x 25.00x Risk Statistics (3-Year—Class IS) Fund Benchmark Beta 1.09 — R-Squared 0.89 — Sharpe Ratio 0.01 0.46Share class (Symbol): A (SHAPX), C (SAPCX), FI (LMPIX), R (LMPPX), I (SAPYX), IS (LMESX) CLEARBRIDGE APPRECIATION FUND Before you invest, you may want to review the fund’s Prospectus, which contains more information about the fund and its risks. You can find the fund’s Prospectus and otherOphthalmology. Patient offers free health information links to useful sites and leaflets for you to learn more about Ophthalmology. Symptoms, treatment information and fact sheets ...-up, benchmark agnostic stock selection, the fund focuses on identifying undervalued stocks across all sectors creating a high conviction portfolio. Fund overview (as of 03/31/24) Fund objective The fund seeks total return through growth of capital and current income. Total net assets $11,492.83 million Distribution frequency Quarterly 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 ... Summary. A well-telegraphed comanager change on ClearBridge Large Cap Value should not alter the strategy’s time-tested, quality-first approach. It remains a compelling option in the large-value ...Asset Management. Register. SNVXX & SGUXX Fact Sheet. Last updated: March 31, 2024. Subscribe. 0124-EEBF. 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 …Factsheet - ClearBridge Dividend Strategy Fund. Product overview including investment objective; costs; past performance and holdings details. Download PDF. Factsheet - Franklin Income Fund. Product overview including investment objective; costs; past performance and holdings details. Download PDF. Literature Code: What this fund does The fund seeks to provide investors exposure to smaller-cap companies whose stock price has -term investment horizon allows this traditional approach to value investing to play out across cycles. Fund overview (as of 03/31/24) Fund objective The fund seeks long-term growth of capital. Total net assets $4,616.42 million 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 …Morningstar 4- and 5-Star Funds. Sales Charges & Breakpoints. Managers . Public Markets . Brandywine Global. ClearBridge Investments. Franklin Equity Group. Franklin Income Investors. ... Fund Fact Sheets. Order History. Forms & Applications. Forms & Applications. How to Invest. How to Invest. Tax Center . Tax Center.Advertisement Advertisement Please copy/paste the following text to properly cite this HowStuffWorks.com article: Advertisement Advertisement AdvertisementFund Description. The fund seeks to provide high current income consistent with preservation of capital. Capital appreciation over the long term is a secondary goal. The fund primarily invests in debt securities, which may be represented by derivatives that provide exposure to debt securities. The fund focuses on government and corporate …is a market capitalization-weighted index designed to measure the performance of the large-cap growth segment of the U.S. equity market. It includes those Russell 1000 Index companies with higher price-to-book ratios and higher forecasted growth rates. Sharpe Ratio. is a risk-adjusted measure calculated using standard.A flexible approach to growth investing. Seeks opportunities in traditional growth stocks as well as cyclical companies and turnaround situations with significant potential for growth of capital. Price at NAV $70.43 as of 5/13/2024 (updated daily) Fund Assets (millions) $261,398.0. Portfolio Managers 13. Expense Ratio. (Gross/Net %) 0.63 / 0.63%.Equity Equity Sectors Sectors (%) (%) Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 for a prospectus. Carefully consider the fund’s objectives, risks, charges and expenses before investing. The prospectus contains this and other fund information. Read it carefully before investing.Fund Description. Seeks to invest in high-quality stocks with an attractive or improving dividend profile. Seeks a combination of dividend income, dividend growth and long-term capital appreciation. Uses fundamental analysis to select a diversified portfolio of companies with long histories of paying and raising dividends.Fact Sheet - ClearBridge Select Fund. 2020 1Q Mutual Funds | U.S. Equity | Mid-Cap. CLEARBRIDGE. SELECT FUND. Investment overview. Seeks long-term growth of capital as it takes an unconstrained approach to investing with an emphasis on. equity securities. Invests primarily in equity and equity-related securities of all market capitalizations ...ClearBridge Appreciation A. SHAPX. Morningstar Medalist Rating. | Medalist Rating as of Feb 2, 2024 | See Franklin Templeton Investment Hub. Quote. Chart. Fund Analysis. Performance.... Find the latest ClearBridge Appreciation A (SHAPX) stock quote, history, news and other vital information to help you with your stock trading and investing. The underlying American Funds will primarily consist of growth funds and growth-and-income funds, which principally invest in equity securities domiciled in the United States but may also have significant holdings of issuers domiciled outside the United States. ... Quarterly Fund Fact Sheet (PDF) 05/24. Fund Commentary (PDF) 02/24. Summary ...The style box reveals a fund's investment style. The vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend, or growth). Placement is determined by fund portfolio holding figures most recently entered into Morningstar's database and corresponding market conditions.Share class (Symbol): A (SHAPX), C (SAPCX), FI (LMPIX), R (LMPPX), I (SAPYX), IS (LMESX) CLEARBRIDGE APPRECIATION FUND ... The fund may invest up to 20% of its net assets in the equity securities of foreign issuers. Principalrisks Risk is inherent in all investing. The value of your investment in the fund, as well as the amountFund Description. The fund seeks to provide high current income consistent with preservation of capital. Capital appreciation over the long term is a secondary goal. The fund primarily invests in debt securities, which may be represented by derivatives that provide exposure to debt securities. The fund focuses on government and corporate …Retained earnings on a balance sheet represents the sum of profits that were not distributed to shareholders. Corporations do not have to distribute all retained earnings; they may... ClearBridge Appreciation Fund;A | historical charts and prices, financials, and today’s real-time SHAPX stock price. If you are a direct shareholder with the fund, you can call the fund at 1- 877-721-1926, or write to the fund by regular mail at Legg Mason Funds, P.O. Box 9699, Providence, RI 02940-9699 or by express, certified or registered mail to Legg Mason Funds, 4400 Fund. 3-10 Billion. 0.78%. 10-25 Billion. 1.72%. Find latest pricing, performance, portfolio and fund documents for ClearBridge Appreciation Fund - SHAPX.Fund Comparison 1,2 This section compares the fund to its benchmark and alternatives from our Mutual Fund OneSource Select List. Fund Name Inception Ticker Exp Ratio 1 Year 3 Year 5 Year10 Year Since Incep. ClearBridge Appreciation Fund Class A (03/70) SHAPX 0.93 21.48 9.69 12.42 10.82 10.50Western Asset. One of the world’s leading global fixed income managers. Founded in 1971, the firm is known for team management and proprietary research, supported by robust risk management and a long-term fundamental value approach. Each group of sector specialists utilizes their expertise in bottom-up analysis of each portfolio …
SHFVX - ClearBridge All Cap Value A - Review the SHFVX stock price, growth, performance, sustainability and more to help you make the best investments.. Sophia smrz obituary
The fund was incepted in March 1970 and is managed by Smith Barney Fund Management. The objective of the fund is to seek long-term capital appreciation. The fund invests in U.S. growth and value ... If you are a direct shareholder with the fund, you can call the fund at 1- 877-721-1926, or write to the fund by regular mail at Legg Mason Funds, P.O. Box 9699, Providence, RI 02940-9699 or by express, certified or registered mail to Legg Mason Funds, 4400 May 8, 2024 · Western Asset. One of the world’s leading global fixed income managers. Founded in 1971, the firm is known for team management and proprietary research, supported by robust risk management and a long-term fundamental value approach. Each group of sector specialists utilizes their expertise in bottom-up analysis of each portfolio sector. Corporate Selection (net) Corporate Selection (gross) Liber 8 (net) Liber 8 (gross) Living Annuity Portfolio Range. Our fund fact sheets provide a summary of key facts of Liberty's investment portfolio which allows prospective investors to … 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 ... Overall Rating - Small Value Category. As of 03/31/2024 the Fund had an overall rating of 5 stars out of 457 funds and was rated 5 stars out of 457 funds, 5 stars out of 426 funds and 4 stars out of 335 funds for the 3-, 5- and 10- year periods, respectively. Morningstar details.The Fund is not managed with reference to any benchmark, the above comparators are provided for information purposes only. 1 T class accumulation shares, net of fees priced at midday UK time, source: Bloomberg. 2 MSCI World Index (£ Net) priced at close of business US time, source: www.msci.com. The MSCI World Index is a developed world …American Funds 2050 Target Date Retirement Fund (Class A | Fund 69 | AALTX) based upon proximity to its target date, seeks to provide growth, income and conservation of capital. ... Quarterly Fund Fact Sheet (PDF) 05/24. Summary Prospectus (PDF) 01/24. Prospectus (PDF) 01/24. Statement of additional information (PDF) 01/24.If the fund’s return (after fees and costs) is equal to that of its benchmark, a fee of 1.00% will be charged. We share in 20% of performance above the benchmark, up to a maximum total annual fee of 3.00%. Performance is measured over a rolling 24-month period. When the fund return is below the benchmark over a rolling 60-month period the fee ...Mar 31, 2024 · ClearBridge All Cap Value A SHFVX. ClearBridge All Cap Value A. SHFVX. Morningstar Medalist Rating. Medalist Rating as of Mar 31, 2024 | See Franklin Templeton Investment Hub. Quote. Chart. Fund ... The style box reveals a fund's investment style. The vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend, or growth). Placement is determined by fund portfolio holding figures most recently entered into Morningstar's database and corresponding market conditions.HDFC Life Insurance Online - Life Insurance Plans and Policies in IndiaPerformance charts for ClearBridge Appreciation Fund (SHAPX) including intraday, historical and comparison charts, technical analysis and trend lines.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 ...Capital reserve is money that is built up by a municipality or business so that it can be used for large capital expenditures. On the balance sheet, capital reserves are placed in ....