LMESX Mutual Fund

LMESX Mutual Fund (ClearBridge Appreciation Fund Class IS) is managed by Franklin Templeton Investments (US) with $398.5M in net assets. LMESX expense ratio is 0.55%, holding 65 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2008-08-04.

LMESX performance shows a YTD return of 7.68%. The 1-year return is 11.89% and the 5-year return is 10.83%. LMESX dividend yield stands at 13.47%, paid annually.

LMESX top holdings include Nvidia Corp (9.4%), Apple, Inc (7.8%), Alphabet Inc,class A (5.8%), Amazon.Com Inc (4.8%), Microsoft Corp (4.1%). 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.