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Morningstar

ClearBridge Aggressive Growth A SHRAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
113.52  /  0.85 %
Total Assets
4.4 Bil
Adj. Expense Ratio
1.110%
Expense Ratio
1.110%
Fee Level
Above Average
Longest Manager Tenure
13.45 years
Category
Large Blend
Investment Style
Large Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
8%

Morningstar’s Fund 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.

Still transitioning.

Analyst

Summary

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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.

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