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ClearBridge Aggressive Growth R LMPRX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 100.44  /  +2.14 %
  • Total Assets 4.4 Bil
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.420%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 10%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis LMPRX

Will LMPRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Clear direction.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

We have qualitatively reviewed ClearBridge Aggressive Growth and reaffirmed its Process and People ratings. A promising new comanager is overseeing this strategy, though he needs time to prove his successful process in small-cap investing can be carried over here. The following text is from Nov. 4, 2022.

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Portfolio Holdings LMPRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 54.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

8.23 368.6 Mil
Technology

Vertex Pharmaceuticals Inc

7.57 338.9 Mil
Healthcare

UnitedHealth Group Inc

6.81 304.8 Mil
Healthcare

Autodesk Inc

5.87 263.0 Mil
Technology

CrowdStrike Holdings Inc Class A

5.71 255.9 Mil
Technology

TE Connectivity Ltd

5.30 237.4 Mil
Technology

HubSpot Inc

4.35 194.8 Mil
Technology

Comcast Corp Class A

3.94 176.2 Mil
Communication Services

L3Harris Technologies Inc

3.47 155.3 Mil
Industrials

Johnson Controls International PLC

3.13 140.3 Mil
Industrials