ClearBridge Appreciation’s stable management team and conservative, long-term approach earn it Morningstar Analyst Ratings ranging from Neutral to Silver depending on fees.
Will LMESX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LMESX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LMESX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LMESX’s parent organization’s priorities and whether they’re in line with investors’ interests.