ClearBridge Appreciation IS (LMESX)

35.28 +0.07 (+0.20%) At close: 08:01PM EDT

• Previous close: 35.21
• YTD return: 11.65%
• Expense ratio (net): 1.65%
• Category: Large Blend
• Last cap gain: 66.00
• Morningstar rating: ★★★★★
• Morningstar risk rating: Below average
• Net assets: 8.58B
• Beta (5Y monthly): 0.88
• Yield: 0.89%
• 5y average return: N/A
• Holdings turnover: 13.00%
• Last dividend: 0.31
• Average for category: N/A
• Inception date: 10 Mar 1970