ClearBridge Aggressive Growth A
(SHRAX)
+1.41
+0.91%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 155.66 |
| Category | Large Growth |
| Net Assets | 3.49 Bil |
| Yield | 0.00% |
| Morningstar Risk | High |
| Morningstar Return | Above Average |
- Last NAV update 5/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks capital appreciation. The fund invests primarily in common stocks of companies the portfolio managers believe are experiencing, or will experience, growth in earnings exceeding the average rate of earnings growth of the companies which comprise the S&P 500 Index. It may invest in the securities of large, well-known companies offering prospects of long-term earnings growth. The fund may invest up to 25% of assets in foreign securities. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 32.69% | 23.92% | 1.41% | 18.53% | 24.22% |
| Value ($) | 13,269.00 | 16,442.94 | 16,674.79 | 19,764.63 | 24,551.62 |
- Year to date performance as of 5/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Legg Mason |
| Fund Manager | Richard Freeman |
| Tenure (Years) | 30 |
| Fund Status | Open |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | 250.00 |
| Front Load | 5.75 |
| Expense Ratio | 1.27% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 8.71% |
| 3 Months | 13.41% |
| 1 Year | 36.90% |
| 3 Years* | 21.64% |
| 5 Years* | 7.67% |
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
| SHRAX | Large Growth | |
|---|---|---|
| 5-Yr Return | 7.67% | 4.47% |
| Sharpe Ratio | 0.93 | 0.70 |
| Net Assets | 3.49 Bil | 602.08 Mil |
| Avg Market Cap | 20.67 Bil | 38.17 Bil |
| Avg P/E | 18.49 | 17.12 |
| Portfolio Turnover | 8 | 61 |
| Symbol | Value ($) |
|---|---|
| Stocks | 99.41% |
| Cash | 0.00% |
| Fixed Income | 0.00% |
| Other | 0.59% |
| NAME | % NET ASSETS |
|---|---|
| Biogen Idec Inc | 10.84% |
| UnitedHealth Group Inc | 7.10% |
| Anadarko Petroleum Corp | 6.65% |
| Amgen Inc | 6.16% |
| Comcast Corp | 6.06% |
| Forest Laboratories, Inc. | 3.20% |
| Core Laboratories N.V. | 3.13% |
| Weatherford International Ltd | 3.07% |
| SanDisk Corp | 3.00% |
| Covidien PLC | 2.48% |
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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
