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LMESX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

ClearBridge Appreciation IS (LMESX) Ownership - Who owns ClearBridge Appreciation IS?

The investment seeks to provide long-term appreciation of shareholders' capital... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
LEGG MASON & CO., LLC620 EIGHTH AVENUE, 49TH FLOORNew York
Phone
1-877-721-1926
Web
http://www.leggmason.com/

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.57
Min. Initial Investment
1000000.00
Fund Existence
over 16 years
Turnover
17.00
Front Load
N/A
Net Assets
8501705000.00
Manager Tenure
N/A

Fundamentals

LMESX
Net Assets
8.5B
Fund Existence
over 16 years
Turnover
17.00
Total Expense Ratio
0.57
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.57
Assets in Top Ten Holdings
2.78B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
434M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.55
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
66.00
Number of Net Holdings
67.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
39.33%
Gain YTD
-2.812
Annual Yield % from dividends
0.83
Returns for 1 year
-0.23
Returns for 3 years
7.56
Returns for 5 years
73.43
Returns for 10 years
75.91
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
LEGG MASON & CO., LLC620 EIGHTH AVENUE, 49TH FLOORNew York
Phone
1-877-721-1926
Web
http://www.leggmason.com/