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ClearBridge Appreciation IS LMESX

Analyst rating as of
NAV / 1-Day Return
26.82  /  0.52 %
Total Assets
6.6 Bil
Adj. Expense Ratio
0.570%
Expense Ratio
0.570%
Fee Level
Below Average
Longest Manager Tenure
18.75 years
Category
US Fund Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.32%
Turnover
10%
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Morningstar’s Analysis

Will LMESX outperform in future?

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

Seasoned investors with a prudent approach.

Analyst

Summary

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ClearBridge Appreciation’s stable management team and conservative, long-term approach earn it Morningstar Analyst Ratings ranging from Neutral to Silver depending on fees.

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