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ClearBridge Appreciation IS (LMESX) Fund Ranking and Research

Ranking, Research and Recommendation of ClearBridge Appreciation IS (LMESX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of ClearBridge Appreciation IS Fund (LMESX) ManagerFund Manager - Michael Kagan

Fund Manager Information

Fund Manager Tenure: 10.7 years
Fund Family: Legg Mason
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)
Michael Kagan is Senior Portfolio Manager and a Managing Director of ClearBridge,co-manage the fund. Mr. Kagan has served as portfolio manager since 2009. Mr. Mr. Kagan joined Clearbridge Advisors, LLC or its predecessor in 1994.  Get more insights on Michael Kagan

 

Graph of ClearBridge Appreciation IS Fund (LMESX) ProfileClearBridge Appreciation IS Fund (LMESX) Profile

Fund Profile and Description

ClearBridge Appreciation IS Fund seeks long-term appreciation of shareholders’ capital. ClearBridge Appreciation IS 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. ClearBridge Appreciation IS Fund may invest up to 20% of net assets in the securities of foreign issuers.

 

ClearBridge Appreciation IS (LMESX) Fund Strength What we like about ClearBridge Appreciation IS (LMESX) Fund

Data for ClearBridge Appreciation IS Fund (LMESX) as of May 30, 2016

  • ClearBridge Appreciation IS Fund (LMESX) management has been with ClearBridge Appreciation IS Fund for 10.7 years
  • ClearBridge Appreciation IS Fund (LMESX) has good short-term performance (1-year return 2.83% vs -1.15% Large Blend category median performance)
  • ClearBridge Appreciation IS Fund (LMESX) has good mid-term performance (3-year return 10.13% vs 9.43% Large Blend category median performance)
  • ClearBridge Appreciation IS Fund (LMESX) has good Long-term performance (5-year return 11.07% vs 10.15% Large Blend category median performance)
  • ClearBridge Appreciation IS Fund (LMESX) ratio of up-years vs down years is greater than 2
  • ClearBridge Appreciation IS Fund (LMESX) has a Morningstar rating of 4 and above
  • Asset base in ClearBridge Appreciation IS Fund (LMESX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • ClearBridge Appreciation IS Fund (LMESX) has an annual stock turnover rate of 6.00% vs Large Blend average of 53.12%. It is good that ClearBridge Appreciation IS management does not trade extensively for its return.
  • ClearBridge Appreciation IS Fund (LMESX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.86, lower than category average of 11.67
  • ClearBridge Appreciation IS Fund (LMESX) has a lower expense ratio than its Large Blend average: 0.58% vs 1.02%
  • ClearBridge Appreciation IS Fund (LMESX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

ClearBridge Appreciation IS Fund (LMESX) Weakness What we are cautious about ClearBridge Appreciation IS (LMESX) Fund

Data for ClearBridge Appreciation IS Fund (LMESX) as of May 30, 2016

See ClearBridge Appreciation IS Fund (LMESX) performance details as of May 30, 2016

 

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Compare ClearBridge Appreciation IS Fund (LMESX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
ClearBridge Appreciation IS3.592.8310.1311.07
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare ClearBridge Appreciation IS Fund (LMESX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of ClearBridge Appreciation IS Fund (LMESX) Net Asset TrackingClearBridge Appreciation IS (LMESX) Fund Net Asset

Track net asset change of ClearBridge Appreciation IS fund (LMESX)

DateNet Asset
05/2016$5.57B
03/2016$5.50B
02/2016$5.19B
More historic net asset information on ClearBridge Appreciation IS Fund (LMESX)

  

Graph of ClearBridge Appreciation IS Fund (LMESX) Portfolio TrackingClearBridge Appreciation IS (LMESX) Fund Portfolio Allocation

Track portfolio allocation change of ClearBridge Appreciation IS fund (LMESX)

DateCashStockBondOther
03/20167.18%92.82%0%0%
12/20156.37%93.63%0%0%
09/20154.21%95.79%0%0%
Click here to see more historic asset allocation information on ClearBridge Appreciation IS Fund (LMESX)

 

graph of ClearBridge Appreciation IS Fund (LMESX) Top 10 Position TrackingTop 10 Holdings in ClearBridge Appreciation IS (LMESX) Fund

Discover what ClearBridge Appreciation IS Fund (LMESX) manager is buying

Mar 30, 2016
Microsoft Corporation [3.83%]
Comcast Corporation [3.54%]
Home Depot, Inc. (The) Common S [3.37%]
The Travelers Companies, Inc. C [3.14%]
PPG Industries, Inc. Common Sto [2.82%]
Apple Inc. [2.65%]
Berkshire Hathaway Inc A [2.54%]
Walt Disney Company (The) Commo [2.4%]
Johnson & Johnson Common Stock [2.33%]
Exxon Mobil Corporation Common [2.31%]

Dec 30, 2015
Microsoft Corporation [3.84%]
Home Depot, Inc. (The) Common S [3.34%]
Comcast Corporation [3.27%]
Walt Disney Company (The) Commo [3.07%]
The Travelers Companies, Inc. C [3.03%]
Apple Inc. [2.83%]
PPG Industries, Inc. Common Sto [2.5%]
JP Morgan Chase & Co. Common St [2.38%]
Berkshire Hathaway Inc Class A [2.35%]
Johnson & Johnson Common Stock [2.21%]

Sep 29, 2015
Walt Disney Company (The) Commo [3.6%]
Comcast Corporation [3.49%]
Microsoft Corporation [3.25%]
Apple Inc. [3.14%]
Home Depot, Inc. (The) Common S [3.09%]
The Travelers Companies, Inc. C [2.9%]
Berkshire Hathaway Inc Class A [2.45%]
PPG Industries, Inc. Common Sto [2.35%]
JP Morgan Chase & Co. Common St [2.25%]
Exxon Mobil Corporation Common [2.23%]
Click here for Stock Holding Change Map in ClearBridge Appreciation IS Fund (LMESX)

  

Latest News on ClearBridge Appreciation IS (LMESX) Fund

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ClearBridge Appreciation IS Fund (LMESX) Related ResourcesSee more information on ClearBridge Appreciation IS (LMESX) Fund

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