SHAPX ClearBridge Appreciation A Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Merck & Co (NYSE:MRK), TJX Companies (NYSE:TJX), Honeywell International (NASDAQ:HON).

The investment seeks to provide long-term appreciation of shareholders' capital. The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20% of its net assets in the equity securities of foreign issuers.

The average market capitalization across the ClearBridge Appreciation A MF is 1.36T. The market cap for tickers in the group ranges from 132.18B to 3.8T. MSFT holds the highest valuation in this group at 3.8T. The lowest valued company is HON at 132.18B.

The average weekly volume growth across all stocks in the ClearBridge Appreciation A MF was -64%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was -4%