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Morningstar

ClearBridge Aggressive Growth A SHRAX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 105.39  /  0.70 %
  • Total Assets 4.5 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 0.00
  • Turnover 21%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis SHRAX

Will SHRAX outperform in 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.

Clear direction.

Senior Analyst

Summary

| by Jack Shannon

Further clarity on the future direction of ClearBridge Aggressive Growth merits an upgrade of its cheaper share classes to a Morningstar Analyst Rating of Bronze, while its more expensive ones remain at Neutral.

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