Nasdaq - Delayed Quote USD
ClearBridge Appreciation IS (LMESX)
At close: 8:06 AM EDT
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9/21 12:03 PM
DELL
- Previous Close
37.47 - YTD Return 20.26%
- Expense Ratio 0.57%
- Category Large Blend
- Last Cap Gain 66.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 8.98B
- Beta (5Y Monthly) 0.87
- Yield 0.83%
- 5y Average Return --
- Holdings Turnover 13.00%
- Last Dividend 0.31
- Inception Date Mar 10, 1970
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.
Franklin Templeton Investments
Fund Family
Large Blend
Fund Category
8.98B
Net Assets
1970-03-10
Inception Date
Performance Overview: LMESX
View MoreTrailing returns as of 10/22/2024. Category is Large Blend.
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Holdings: LMESX
View MoreTop 10 Holdings (37.70% of Total Assets)
Sector Weightings
SectorLMESX
Technology 28.80%
Financial Services 16.28%
Healthcare 12.63%
Communication Services 8.97%
Industrials 8.39%
Consumer Cyclical 6.99%
Consumer Defensive 6.73%
Energy 4.38%
Basic Materials 4.16%
Utilities 1.38%
Real Estate 1.27%
Recent News: LMESX
View MoreResearch Reports: LMESX
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45.03
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RYMPX Rydex Precious Metals H
43.20
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RYZCX Rydex Precious Metals C
34.97
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RYPMX Rydex Precious Metals Inv
48.58
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FEGOX First Eagle Gold C
29.25
+2.02%
SGGDX First Eagle Gold A
32.47
+2.01%
FEGIX First Eagle Gold I
33.62
+2.00%
FEURX First Eagle Gold R6
33.73
+2.00%
KNPYX Kinetics Paradigm Instl
133.96
+0.87%
WWNPX Kinetics Paradigm No Load
132.00
+0.87%
KNPAX Kinetics Paradigm Adv A
125.39
+0.87%
KNPCX Kinetics Paradigm Adv C
111.88
+0.87%
CNPIX Consumer Staples UltraSector ProFund Inv
79.90
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HULIX Huber Select Large Cap Value Inv
33.18
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HULEX Huber Select Large Cap Value Instl
33.19
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CNPSX Consumer Staples UltraSector ProFund Svc
69.07
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KMKAX Kinetics Market Opportunities Adv A
70.08
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KMKCX Kinetics Market Opportunities Adv C
66.26
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KMKYX Kinetics Market Opportunities Inst
72.72
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KMKNX Kinetics Market Opportunities No Load
71.43
+0.78%
LSHUX Kinetics Spin-Off and Corp Rest Instl
33.90
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LSHAX Kinetics Spin-Off and Corp Rest Adv A
33.57
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FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
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LSHEX Kinetics Spin-Off and Corp Rest No Load
35.48
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LSHCX Kinetics Spin-Off and Corp Rest Adv C
30.15
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FGKMX Fidelity Advisor Communication ServicesZ
108.56
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FGDMX Fidelity Advisor Communication ServicesA
106.16
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FGEMX Fidelity Advisor Communication ServicesM
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FGJMX Fidelity Advisor Communication ServicesI
107.80
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FGHMX Fidelity Advisor Communication ServicesC
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FBMPX Fidelity Select Communication Services Portfolio
107.83
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FEVIX First Eagle US Value I
23.63
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FEVRX First Eagle US Value R6
23.63
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FEVCX First Eagle US Value C
21.53
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FEVAX First Eagle US Value A
23.01
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EVDAX Camelot Event Driven A
20.62
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BIVRX Invenomic Investor
16.78
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EVDIX Camelot Event Driven Institutional
21.15
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BIVIX Invenomic Institutional
17.18
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NESYX Natixis US Equity Opportunities Y
58.27
+0.47%
KSOAX Kinetics Small Cap Opportunities Adv A
166.21
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KSOCX Kinetics Small Cap Opportunities Adv C
155.44
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FIQRX Fidelity Advisor Global Commodity Stk Z
19.45
+0.46%
FFGCX Fidelity Global Commodity Stock
19.49
+0.46%
NESNX Natixis US Equity Opportunities N
58.49
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KSCOX Kinetics Small Cap Opportunities No Load
173.60
+0.46%
KSCYX Kinetics Small Cap Opportunities Inst
178.07
+0.46%
BIVSX Invenomic Super Institutional
17.45
+0.46%
TORCX Tortoise Energy Infrastructure TR C
17.46
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NEFSX Natixis US Equity Opportunities A
44.00
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TORTX Tortoise Energy Infrastructure TR A
18.00
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TORIX Tortoise Energy Infrastructure TR Ins
18.32
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NECCX Natixis US Equity Opportunities C
16.07
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FCGCX Fidelity Advisor Global Commodity Stk C
19.24
+0.42%
FFGTX Fidelity Advisor Global Commodity Stk M
19.38
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FFGAX Fidelity Advisor Global Commodity Stk A
19.42
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FFGIX Fidelity Advisor Global Commodity Stk I
19.46
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FBTIX Fidelity Advisor Biotechnology Fund
37.31
+0.40%
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37.42
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HWCIX Hotchkis & Wiley Disciplined Value I
32.94
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HWCAX Hotchkis & Wiley Disciplined Value A
33.06
+0.39%
FACEX Frost Growth Equity Investor
17.83
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46.29
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HWLIX Hotchkis & Wiley Large Cap Fdml Value I
46.64
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HWLZX Hotchkis & Wiley Large Cap Fdml Value Z
46.65
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