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Clearbridge Aggressive Growth Fd: (MF: SHRAX)

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

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$189.32 USD

+0.29 (0.15%)

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

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General Information as of Mar 31, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) 5.94
Objective* Equity - Aggressive Growth
Peer* AG LG

*Key

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 [?] Rank Change Trend Buy 2
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 63.23
Net Assets (Mil $) 3/31/2014 3,729.00
%Turnover 3/31/2014 2.00

Allocation

% of Portfolio
Large Growth 36.75
Large Value 15.46
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 29.99
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2014 % of Portfolio
Industrial Cyclical 22.66
Technology 17.64
Health 15.70
Non-Durable 13.76
Finance 10.34
Other 9.55
Energy 9.13
Retail Trade 1.22

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2013)
% of Portfolio Value (Mil$)
BIOGEN IDEC INC 11.26 1,011.28
UNITEDHEALTH GROUP INC 7.05 633.38
COMCAST CORP SPECIAL CL A 5.62 504.70
AMGEN INC 5.23 469.95
ANADARKO PETROLEUM CORP 5.15 462.63
FOREST LABORATORIES INC 3.48 312.84
SANDISK CORP 3.22 289.04
CORE LABORATORIES N.V. 3.15 283.20
WEATHERFORD INTERNATIONAL 3.14 281.88

Stock Holding % of Net Assets

As Of 11/30/2013
Total Issues 61
Avg. P/E 31.78
Avg. P/Book 4.55
Avg. EPS Growth 20.52
Avg. Market Value (Mil $) 41,596

Risk

3 Year 5 Year 10 Year
Beta 1.20 1.16 1.12
Alpha 2.08 1.83 0.81
R Squared 0.89 0.87 0.86
Std. Dev. 15.96 17.47 17.93
Sharpe 1.34 1.63 3.00