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ClearBridge Appreciation IS LMESX

Analyst rating as of
NAV / 1-Day Return
31.17  /  0.42 %
Total Assets
7.3 Bil
Adj. Expense Ratio
0.560%
Expense Ratio
0.560%
Fee Level
Below Average
Longest Manager Tenure
20.62 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.89%
Turnover
6%

Morningstar’s Fund Analysis LMESX

Will LMESX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Steady long-run option.

Summary

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ClearBridge Appreciation’s seasoned managers’ long-term, risk-focused investment approach earns Morningstar Analyst Ratings ranging from Silver to Neutral, depending on share-class fees.

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