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.
- NAV / 1-Day Return 142.22 / 1.44 %
- Total Assets 4.2 Bil
-
Adj. Expense Ratio
0.740%
- Expense Ratio 0.740%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield —
- Turnover 10%
Morningstar’s Analysis LSIFX
Will LSIFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 42
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 57.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector