ClearBridge Aggressive Growth's new manager is promising, but the portfolio still requires a significant overhaul, limiting this strategy to a Morningstar Analyst Rating of Neutral.
Will SHRAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of SHRAX’s parent organization’s priorities and whether they’re in line with investors’ interests.