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Clearbridge Aggressive Growth Fd: (MF: SHRAX)

(MF) As of Dec 17, 2014 06:06 PM ET

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$199.13 USD

+4.48 (2.30%)

Zacks MF Rank : 1 - Strong Buy [?] 1        

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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General Information as of Nov 30, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Nov 30, 2014) 14.69
Objective Large Growth
Peer AG LG

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 [?] Strong Buy 1
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 58.51
Net Assets (Mil $) 11/30/2014 5,502.00
%Turnover 11/30/2014 5.00

Allocation

% of Portfolio
Large Growth 48.81
Large Value 40.03
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 1.62
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 11/30/2014 % of Portfolio
Technology 17.57
Other 16.94
Health 16.65
Industrial Cyclical 15.75
Energy 11.64
Non-Durable 11.53
Finance 8.88
Retail Trade 1.04

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2014)
% of Portfolio Value (Mil$)
BIOGEN IDEC INC 9.08 1,129.39
UNITEDHEALTH GROUP INC 5.93 737.13
AMGEN INC 5.44 676.78
ACTAVIS PLC 5.01 623.74
ANADARKO PETROLEUM CORP 4.81 598.23
COMCAST CORP 4.60 572.31
SANDISK CORP 3.50 435.06
WEATHERFORD INTERNATIONAL 3.43 426.42
SEAGATE TECHNOLOGY 3.13 389.25

Stock Holding % of Net Assets

As Of 8/31/2014
Total Issues 63
Avg. P/E 30.56
Avg. P/Book 4.14
Avg. EPS Growth 16.94
Avg. Market Value (Mil $) 49,943

Risk

3 Year 5 Year 10 Year
Beta 1.07 1.16 1.12
Alpha 2.14 2.57 0.89
R Squared 0.76 0.87 0.86
Std. Dev. 11.09 16.33 17.82
Sharpe 2.31 1.40 3.00