LMPPX Mutual Fund

LMPPX Mutual Fund

NAV$38.00
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Fund Essentials - as of Aug 31, 2026

Net Assets
$24M
Expense Ratio
1.24%
Dividend Yield (Current)
-
Holdings
65
Inception Date
Dec 28, 2006
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+6.13%
1 Year+7.36%
3 Year+15.90%
5 Year+10.06%
10 Year+12.80%

Asset Allocation

Stocks: 98.64%
Cash: 1.36%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp9.36%
AAPLApple, Inc7.76%
GOOGLAlphabet Inc5.80%
AMZNAmazon.Com Inc4.84%
MSFTMicrosoft Corp4.11%
Top 10 Concentration: 44.09%Report Date: Aug 31, 2026
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Dividend Summary

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Latest Distribution
$2.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LMPPX Mutual Fund Overview

LMPPX Mutual Fund (ClearBridge Appreciation Fund Class R) is managed by Franklin Templeton Investments (US) with $24.1M in net assets. LMPPX expense ratio is 1.24%, holding 65 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2006-12-28.

LMPPX performance shows a YTD return of 6.13%. The 1-year return is 7.36% and the 5-year return is 10.06%.

LMPPX 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 LMPPX holdings, LMPPX sectors, or LMPPX dividends.

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