Clearbridge Aggressive Growth Fund Quote
SHRAX Fund | USD 113.15 0.54 0.47% |
PerformanceMild
| Odds Of DistressLow
|
Clearbridge Aggressive is trading at 113.15 as of the 3rd of October 2025; that is 0.47% down since the beginning of the trading day. The fund's open price was 113.69. Clearbridge Aggressive has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of July 2025 and ending today, the 3rd of October 2025. Click here to learn more.
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 SP 500 Index. It may invest in the securities of large, well-known companies offering prospects of long-term earnings growth. More on Clearbridge Aggressive Growth
Moving together with Clearbridge Mutual Fund
Clearbridge Mutual Fund Highlights
Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Franklin Templeton Investments (View all Sectors) |
Update Date | 30th of September 2025 |
Expense Ratio Date | 29th of December 2022 |
Fiscal Year End | August |
Clearbridge Aggressive Growth [SHRAX] is traded in USA and was established 3rd of October 2025. Clearbridge Aggressive is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 4.41 B in assets with no minimum investment requirementsClearbridge Aggressive is currently producing year-to-date (YTD) return of 10.23%, while the total return for the last 3 years was 14.72%.
Check Clearbridge Aggressive Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clearbridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clearbridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clearbridge Aggressive Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clearbridge Aggressive Growth Mutual Fund Constituents
WOLF | Wolfspeed | Stock | Information Technology | |
ADSK | Autodesk | Stock | Information Technology | |
VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
TEL | TE Connectivity | Stock | Information Technology | |
LHX | L3Harris Technologies | Stock | Industrials | |
JCI | Johnson Controls International | Stock | Industrials | |
CRWD | Crowdstrike Holdings | Stock | Information Technology |
Clearbridge Aggressive Risk Profiles
Mean Deviation | 0.7074 | |||
Semi Deviation | 0.6586 | |||
Standard Deviation | 0.8458 | |||
Variance | 0.7154 |
Clearbridge Aggressive Against Markets
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Aggressive financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Aggressive security.
Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
Content Syndication Quickly integrate customizable finance content to your own investment portal | |
Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |