ClearBridge Appreciation Fund
Shareclass
ClearBridge Appreciation C (SAPCX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund ClearBridge Appreciation Fund
FUND COVERAGE
# of holdings57
% of assets99%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co1.48%$143.96M
- 2. Bank of America Corp2.64%$255.67M
- 3. JPMorgan Chase & Co2.91%$282.15M
- 4. Johnson & Johnson1.55%$150.38M
- 5. Microsoft Corp9.06%$878.3M
- 6. AbbVie Inc1.42%$137.51M
- 7. Ecolab Inc0.97%$93.85M
- 8. Coca-Cola Co1.04%$101.21M
- 9. Chevron Corp0.69%$66.59M
- 10. Walmart Inc2.43%$236.04M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lennar Corp Class A0.5%$48.37M
- 2. Berkshire Hathaway Inc Class A2.05%$198.35M
- 3. Broadcom Inc3.36%$325.48M
- 4. Vulcan Materials Co1.52%$147.45M
- 5. International Paper Co0.55%$53.72M
- 6. Canadian Pacific Kansas City Ltd0.46%$44.26M
- 7. BJ's Wholesale Club Holdings Inc0.44%$42.48M
- 8. Kinder Morgan Inc Class P0.81%$78.5M
- 9. Waste Management Inc1.45%$140.59M
- 10. Linde PLC1.2%$115.88M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund ClearBridge Appreciation Fund
Totals
Holdings
Assets
Weight
Prisons
6
$2.11B
22%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$1.94B
20%
Borders high risk
1
$132.18M
1.36%
Total
8
$2.38B
25%
Holdings — 8 flagged holdings
1.
Microsoft Corp
:$878.3M
9.06%
2.
Alphabet Inc Class A
:$382.88M
3.95%
3.
Amazon.com Inc
:$290.53M
3%
4.
Walmart Inc
$236.04M
2.43%
5.
Berkshire Hathaway Inc Class A
$198.35M
2.05%
6.
Thermo Fisher Scientific Inc
:$132.21M
1.36%
7.
RTX Corp
:$132.18M
1.36%
8.
Alphabet Inc Class C
:$124.75M
1.29%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
ClearBridge Appreciation Fund SAPCX
Environment
Social
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