Nasdaq - Delayed Quote USD

ClearBridge Aggressive Growth A (SHRAX)

102.70 +0.93 (+0.91%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 101.77
  • YTD Return 4.08%
  • Expense Ratio 1.14%
  • Category Large Blend
  • Last Cap Gain 67.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 4.5B
  • Beta (5Y Monthly) 0.94
  • Yield 0.12%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 0.15
  • Inception Date Oct 24, 1983

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.

Franklin Templeton Investments

Fund Family

Large Blend

Fund Category

4.5B

Net Assets

1983-10-24

Inception Date

Performance Overview: SHRAX

Trailing returns as of 4/22/2024. Category is Large Blend.

YTD Return

SHRAX
4.08%
Category
14.84%
 

1-Year Return

SHRAX
19.94%
Category
40.47%
 

3-Year Return

SHRAX
0.75%
Category
16.77%
 

5-Year Return

SHRAX
6.72%
Category
16.15%
 

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Holdings: SHRAX

Top 10 Holdings (52.12% of Total Assets)

SymbolCompany% Assets
VRTX
Vertex Pharmaceuticals Incorporated 7.40%
AVGO
Broadcom Inc. 7.19%
CRWD
CrowdStrike Holdings, Inc. 6.62%
ADSK
Autodesk, Inc. 6.09%
UNH
UnitedHealth Group Incorporated 5.70%
TEL
TE Connectivity Ltd. 5.29%
HUBS
HubSpot, Inc. 4.67%
LHX
L3Harris Technologies, Inc. 3.49%
CMCSA
Comcast Corporation 2.89%
JCI
Johnson Controls International plc 2.79%

Sector Weightings

SectorSHRAX
Technology   41.68%
Healthcare   22.72%
Industrials   11.30%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

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