Morningstar

ClearBridge Growth Fund Class A SHRAX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $93.50  /  +1.18 %
  • Fund Size $4.0B
  • Adjusted Expense Ratio 1.130%
  • Net Expense Ratio 1.130%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis SHRAX

Will SHRAX outperform in the 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 SHRAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SHRAX 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 SHRAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ClearBridge Growth A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SHRAX

More SHRAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Vertex Pharmaceuticals Inc

4.16 166M
Healthcare

Snowflake Inc Ordinary Shares

4.09 164M
Technology

Cloudflare Inc

3.92 157M
Technology

Johnson Controls International PLC Registered Shares

3.42 137M
Industrials

Broadcom Inc

3.40 136M
Technology

Madison Square Garden Sports Corp Class A

3.35 134M
Communication Services

Vertiv Holdings Co Class A

3.15 126M
Industrials

Lumentum Holdings Inc

3.12 125M
Technology

Robinhood Markets Inc Class A

3.07 123M
Financial Services

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