ClearBridge Emerging Markets IS

Frequently Asked Questions About MCEMX

What does MCEMX invest in?

The fund's primary goal is to achieve significant capital growth over an extended period. Typically, it endeavors to meet this objective by committing a minimum of 80% of its net assets (including any borrowed funds used for investment) to financial instruments issued by companies with strong economic connections to developing nations, as well as other investments sharing comparable economic attributes. This fund is structured as a non-diversified portfolio.

What is the expense ratio of MCEMX?

ClearBridge Emerging Markets IS (MCEMX) charges an expense ratio of 0.86%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MCEMX?

ClearBridge Emerging Markets IS (MCEMX) manages $412.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is MCEMX actively managed or an index fund?

MCEMX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MCEMX launched?

ClearBridge Emerging Markets IS (MCEMX) launched in May 2015 and is managed by ClearBridge.

How has MCEMX performed?

MCEMX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.