LMESX Mutual Fund

LMESX Mutual Fund (ClearBridge Appreciation Fund Class IS) is managed by Franklin Templeton Investments (US) with $434.8M in net assets. LMESX expense ratio is 0.55%, holding 62 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2008-08-04.

LMESX performance shows a YTD return of 6.67%. The 1-year return is 12.28% and the 5-year return is 11.10%. LMESX dividend yield stands at 13.60%, paid annually.

LMESX top holdings include Nvidia Corp. (8.8%), Alphabet Inc. C (6.8%), Apple, Inc (4.8%), Microsoft Corp (4.4%), Amazon.Com Inc (3.7%). Go to all LMESX holdings, LMESX sectors, or LMESX dividends.

LMESX can be compared against other funds. Use LMESX overlap to find shared positions, or LMESX vs another fund for a side-by-side view. LMESX alternatives are available via the screener, along with tax-loss harvesting opportunities.