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 106.89 / 0.03 %
- Total Assets 4.1 Bil
-
Adj. Expense Ratio
1.120%
- Expense Ratio 1.120%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 10%
Morningstar’s Analysis SHRAX
Will SHRAX 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