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Clearbridge Appreciation Fund Class Is: (MF: LMESX)
(NASDAQ Mutual Funds) As of Oct 20, 2025 06:12 PM ET
$39.34 USD
+0.37 (0.95%)
Zacks MF Rank
4-Sell of 5 4
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| ClearBridge Appreciation IS | LMESX | NA | NA | 0.00 | 0.00 | 0.54 | 0.55 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Legg Mason ClrBrdg Apprectn A | SHAPX | 39.39 | 3/10/1970 | 0.41 | 15.53 | 21.92 | 14.67 |
| Legg Mason ClrBrdg Apprectn C | SAPCX | 36.76 | 2/4/1993 | 0.00 | 14.67 | 21.04 | 13.83 |
| Legg Mason ClrBrdg Apprectn Y | SAPYX | 38.66 | 10/13/1995 | 0.62 | 15.82 | 22.25 | 14.98 |
| Legg Mason ClrBrdg Apprectn Is | LMESX | 39.34 | 8/5/2008 | 0.71 | 15.98 | 22.38 | 15.08 |
| Legg Mason ClrBrdg Apprectn R | LMPPX | 39.32 | 12/29/2006 | 0.08 | 15.14 | 21.52 | 14.28 |
| Legg Mason Part Appreciation Fd FI | LMPIX | 39.76 | 12/30/2008 | 0.33 | 15.41 | 21.83 | 14.58 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| ClearBridge Appreciation IS | LMESX | 1000000 | 0 | 0 | A |
Contact Information
| Family | Franklin |
| Address | One Franklin Parkway San Mateo, CA 94403 |
| Phone | 800 342-5236 |