LMPIX Mutual Fund

LMPIX Mutual Fund (ClearBridge Appreciation Fund Class FI) is managed by Franklin Templeton Investments (US) with $1.2M in net assets. LMPIX expense ratio is 1.02%, holding 65 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2008-12-19.

LMPIX performance shows a YTD return of 6.34%. The 1-year return is 7.62% and the 5-year return is 10.35%. LMPIX dividend yield stands at 0.10%.

LMPIX top holdings include Nvidia Corp (9.4%), Apple, Inc (7.8%), Alphabet Inc (5.8%), Amazon.Com Inc (4.8%), Microsoft Corp (4.1%). Go to all LMPIX holdings, LMPIX sectors, or LMPIX dividends.

LMPIX can be compared against other funds. Use LMPIX overlap to find shared positions, or LMPIX vs another fund for a side-by-side view. LMPIX alternatives are available via the screener, along with tax-loss harvesting opportunities.