The looming retirement of ClearBridge Aggressive Growth’s longtime manager creates uncertainty, downgrading its Morningstar Analyst Rating to Neutral from Silver.
ClearBridge Aggressive Growth FI LMPFX
NAV / 1-Day Return
195.19
/
2.66
%
Total Assets
7.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.150%
Expense Ratio
1.150%
Fee Level
High
Longest Manager Tenure
37.36
years
Category
Large Growth
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
0.10%
Turnover
2%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LMPFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LMPFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LMPFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of LMPFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Caution: Manager Change Ahead.
