LMESX Mutual Fund
LMESX Mutual Fund
ClearBridge Appreciation Fund Class IS
LMESX Mutual Fund Overview
LMESX Mutual Fund (ClearBridge Appreciation Fund Class IS) is managed by Franklin Templeton Investments (US) with $420.0M in net assets. LMESX expense ratio is 0.55%, holding 62 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2008-08-04.
LMESX performance shows a YTD return of 6.67%. The 1-year return is 12.05% and the 5-year return is 11.14%. LMESX dividend yield stands at 13.90%, paid annually.
LMESX top holdings include Nvidia Corp. (8.8%), Alphabet Inc. C (6.8%), Apple, Inc (4.8%), Microsoft Corp 4.100 Feb 06 37 (4.4%), Amazon.Com Inc (3.7%). View all LMESX holdings, sector breakdown, or dividend history.
LMESX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMESX alternatives are available via the screener, along with tax-loss harvesting opportunities.