Clearbridge Aggressive Growth Fund Quote
| SHRAX Fund | USD 121.66 0.27 0.22% |
Performance17 of 100
| Odds Of DistressLess than 17
|
Clearbridge Aggressive is trading at 121.66 as of the 4th of December 2024; that is 0.22% down since the beginning of the trading day. The fund's open price was 121.93. Clearbridge Aggressive has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Clearbridge Aggressive Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of September 2024 and ending today, the 4th of December 2024. Click here to learn more.
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 SP 500 Index. It may invest in the securities of large, well-known companies offering prospects of long-term earnings growth. More on Clearbridge Aggressive Growth
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Clearbridge Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Large Blend Funds, Large Blend, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of December 2022 |
| Fiscal Year End | August |
Clearbridge Aggressive Growth [SHRAX] is traded in USA and was established 4th of December 2024. Clearbridge Aggressive is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 4.41 B in assets with no minimum investment requirementsClearbridge Aggressive is currently producing year-to-date (YTD) return of 16.7% with the current yeild of 0.0%, while the total return for the last 3 years was 3.62%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Aggressive Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clearbridge Aggressive Growth Mutual Fund Constituents
| WOLF | Wolfspeed | Stock | Information Technology | |
| ADSK | Autodesk | Stock | Information Technology | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TEL | TE Connectivity | Stock | Information Technology | |
| LHX | L3Harris Technologies | Stock | Industrials | |
| JCI | Johnson Controls International | Stock | Industrials | |
| CRWD | Crowdstrike Holdings | Stock | Information Technology |
Clearbridge Aggressive Risk Profiles
| Mean Deviation | 0.7366 | |||
| Semi Deviation | 0.8739 | |||
| Standard Deviation | 0.9846 | |||
| Variance | 0.9694 |
Clearbridge Aggressive Against Markets
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Aggressive financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Aggressive security.
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