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Clearbridge Aggressive Growth Fd: (MF: SHRAX)

(MF) As of Feb 4, 2016 06:05 PM ET

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$172.15 USD

+1.40 (0.82%)

Is SHRAX a
Buy, Hold or Sell?

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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

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Latest Performance as of Dec 31, 2015

Total Return %* Percentile Rank Objective
YTD -4.40 75
3 months 4.55 55
6 months -7.00 81
1 Year -4.40 75
3 Year 16.56 31
5 Year 13.74 18
10 Year 7.01 48

* 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

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Portfolio Statistics

%Unrealized Gain YTD 43.56
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 12/31/2015 5,654.00
%Turnover 12/31/2015 3.00

Risk

3 Year 5 Year 10 Year
Beta 1.03 1.16 1.11
Alpha 0.95 -0.54 -0.45
R Squared 0.79 0.87 0.87
Std. Dev. 12.34 14.45 18.03
Sharpe 1.41 1.03 3.00

Sector / Country Weightings

As of 12/31/2015 % of Portfolio
Health 26.15
Technology 19.19
Other 12.96
Finance 11.05
Non-Durable 10.93
Energy 10.47
Industrial Cyclical 6.63
Services 1.87
Retail Trade 0.75

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2015)
% of Portfolio Value (Mil$)
UNITEDHEALTH GROUP INC 7.01 979.43
BIOGEN INC 6.97 974.33
ALLERGAN PLC 5.94 830.86
AMGEN INC 5.25 733.62
ANADARKO PETROLEUM CORP 5.04 704.91
COMCAST CORP 4.60 642.83
SEAGATE TECHNOLOGY 3.83 535.82
SANDISK CORP 3.26 455.83
BROADCOM CORP 3.13 437.06

Stock Holding % of Net Assets

As Of 8/31/2015
Total Issues 70
Avg. P/E 23.79
Avg. P/Book 4.09
Avg. EPS Growth 16.64
Avg. Market Value (Mil $) 56,566

Allocation

% of Portfolio
Large Growth 17.01
Large Value 15.96
Small Growth 12.70
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 2.41
Intermediate Bond 11.96
Foreign Bond 0.00
High Yield Bond 28.81