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LMESX
Mutual Fund ticker: NASDAQ
AS OF
Oct 8 closing price
Price
$39.40
Change
+$0.14 (+0.36%)
Net Assets
9.71B

LMESX ClearBridge Appreciation IS Forecast, Technical & Fundamental Analysis

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

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Merck & Co (NYSE:MRK), TJX Companies (NYSE:TJX), Honeywell International (NASDAQ:HON).

Industry description

The investment seeks to provide long-term appreciation of shareholders' capital. The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20% of its net assets in the equity securities of foreign issuers.

Market Cap

The average market capitalization across the ClearBridge Appreciation IS MF is 1.39T. The market cap for tickers in the group ranges from 133.23B to 3.9T. MSFT holds the highest valuation in this group at 3.9T. The lowest valued company is HON at 133.23B.

Volume

The average weekly volume growth across all stocks in the ClearBridge Appreciation IS MF was -30%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -42%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 64
P/E Growth Rating: 52
Price Growth Rating: 39
SMR Rating: 23
Profit Risk Rating: 36
Seasonality Score: 55 (-100 ... +100)
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A.I. Advisor
published General Information

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/
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LMESX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LMESX has been closely correlated with VSMPX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if LMESX jumps, then VSMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LMESX
1D Price
Change %
LMESX100%
N/A
VSMPX - LMESX
87%
Closely correlated
N/A
FXAIX - LMESX
80%
Closely correlated
N/A
FWWMX - LMESX
79%
Closely correlated
+0.19%
RWMFX - LMESX
79%
Closely correlated
+0.19%
FWMMX - LMESX
79%
Closely correlated
+0.21%
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