ClearBridge Aggressive Growth A
(SHRAX)
US Markets Closed
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199.82
+1.83
+0.92%
:

Previous Close

197.99

Net Assets

5.10B

Yield

0.00%

Front load

5.75

Expenses

1.23%

Category

Large Growth

Morningstar Risk

Above Average

Morningstar Rating ★★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • SHRAX

  • Category

    • 2013

    • 44.62%

    • -

    • 2012

    • 18.53%

    • -

    • 2011

    • 1.41%

    • -

    • 2010

    • 23.92%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 15.82%

      • 14.38%

      • 6.66%

      • Q2

      • 5.52%

      • -2.61%

      • 4.58%

      • Q3

      • 8.64%

      • 6.48%

      • -19.44%

      • Q4

      • 8.92%

      • -0.07%

      • 12.86%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Biogen Idec Inc

        • 8.78

        • 3,292,304

        • 0

        • UnitedHealth Group Inc

        • 5.91

        • 8,504,060

        • 0

        • Amgen Inc

        • 5.50

        • 4,855,620

        • 50,000

        • Actavis PLC

        • 5.35

        • 2,747,989

        • 2,747,989

        • Anadarko Petroleum Corp

        • 4.82

        • 5,889,395

        • 680,800

        • US Treasury Bill

        • 4.64

        • 575,000,000

        • 575,000,000

        • Comcast Corp Class A

        • 4.52

        • 10,481,880

        • 0

        • SanDisk Corp

        • 3.59

        • 4,541,250

        • 300,000

        • US Treasury Note 2.25%

        • 3.49

        • 430,000,000

        • 430,000,000

        • Weatherford International PLC

        • 3.15

        • 18,800,150

        • 800,000

        • Name

        • Rating

        • YTD Return %

          • Touchstone Sands Capital Inst Gr

          • ★★★★★
          • 3.54

          • Vanguard Capital Opportunity Inv

          • ★★★★★
          • 10.83

          • Vanguard PRIMECAP Inv

          • ★★★★★
          • 12.03

          • T. Rowe Price Blue Chip Growth

          • ★★★★★
          • 5.00

          • Fidelity® OTC Portfolio

          • ★★★★★
          • 8.99

          • JHancock Fundamental All Cap Core I

          • ★★★★★
          • 4.79

          • JHancock Fundamental All Cap Core A LW

          • ★★★★★
          • 4.59

          • AllianzGI Focused Growth D

          • ★★★★★
          • 5.40

          • Shelton Nasdaq-100 Index Direct

          • ★★★★★
          • 12.95

          • INTECH U.S. Core I

          • ★★★★★
          • 7.97

          • Name

          • SHRAX

          • Category

            • Expense Ratio

            • 1.23%

            • 1.23%

            • Net Assets

            • 5.10B

            • 743.58M

            • Dividend Yield

            • 1.01%

            • 1.21

            • Price/Book

            • 2.90

            • 3.86

            • Price/Sales

            • 1.95

            • 2.64

            • Price/Cash Flow

            • 9.04

            • 10.10

            Profile

            Name of Issuer

            Legg Mason

            Fund Style

            Open

            Fund Manager

            Evan Bauman

            Investment Style

            Large Growth

            The investment seeks capital appreciation. The fund invests primarily in common stocks of companies the portfolio managers believe are experiencing, or will experience, growth in earnings exceeding the average rate of earnings growth of the companies which comprise the S&P 500 Index. It may invest in the securities of large, well-known companies offering prospects of long-term earnings growth. The fund may invest up to 25% of its net assets (at the time of investment) in foreign securities.

            Purchase Information

            Initial Purchase 1,000
            Initial Purchase: IRA 250
            Initial Purchase: AIP 50
            Front load 5.75
            Back Load 5.75

            Inception

            10/24/1983