Back to top
more

If you wish to go to ZacksFunds.com, click OK. If you do not, click Cancel.

Clearbridge Aggressive Growth Fd: (MF: SHRAX)

(MF) As of Jul 2, 2015 06:06 PM ET

 Add to portfolio

$209.74 USD

-0.29 (-0.14%)

Zacks MF Rank : 2 - Buy [?]   2      

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Latest Performance as of May 31, 2015

Total Return %* Percentile Rank Objective
YTD 5.88 38
3 months 1.19 40
6 months 5.75 28
1 Year 12.79 48
3 Year 25.06 9
5 Year 21.49 9
10 Year 9.79 32

* Annual for three years and beyond.

Zacks Premium Research for SHRAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Buy 2
MF Research Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

%Unrealized Gain YTD 51.04
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 5/31/2015 6,072.00
%Turnover 5/31/2015 2.00

Risk

3 Year 5 Year 10 Year
Beta 1.04 1.20 1.11
Alpha 3.90 1.46 1.28
R Squared 0.75 0.89 0.86
Std. Dev. 10.20 15.60 17.80
Sharpe 2.50 1.46 3.00

Sector / Country Weightings

As of 5/31/2015 % of Portfolio
Health 18.04
Technology 17.13
Industrial Cyclical 16.31
Other 15.40
Energy 10.21
Non-Durable 10.19
Finance 10.09
Services 1.86
Retail Trade 0.77

Portfolio Holdings

Top Equity Holdings
(As of 2/28/2015)
% of Portfolio Value (Mil$)
BIOGEN IDEC INC 9.05 1,348.49
UNITEDHEALTH GROUP INC 6.48 966.32
ACTAVIS PLC 5.37 800.65
AMGEN INC 5.14 765.83
ANADARKO PETROLEUM CORP 4.88 727.70
COMCAST CORP 4.46 665.01
SANDISK CORP 3.43 510.85
SEAGATE TECHNOLOGY 3.31 493.24
BROADCOM CORP 2.40 357.20

Stock Holding % of Net Assets

As Of 2/28/2015
Total Issues 68
Avg. P/E 29.79
Avg. P/Book 4.31
Avg. EPS Growth 16.55
Avg. Market Value (Mil $) 57,029

Allocation

% of Portfolio
Large Growth 39.71
Large Value 40.02
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 3.71
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00