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Clearbridge Aggressive Growth Fund Class A: (MF: SHRAX)

(NASDAQ Mutual Funds) As of Aug 5, 2022 08:00 PM ET

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$121.10 USD

+0.45 (0.37%)

Zacks MF Rank

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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5-Strong Sell of 5         5

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Latest Performance as of Jun 30, 2022

Total Return %* Percentile Rank Objective
YTD -26.31 35
3 months -19.27 38
6 months -26.31 35
1 Year -29.09 71
3 Year 1.48 80
5 Year 2.79 84
10 Year 8.24 77

* Annual for three years and beyond.

Zacks Premium Research for SHRAX

Zacks MF Rank

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

Strong Sell 5
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 56.93
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 6/30/2022 4,770.00
%Turnover 6/30/2022 28.00

Risk

3 Year 5 Year 10 Year
Beta 0.98 1.04 1.06
Alpha -7.82 -7.70 -4.57
R Squared 0.81 0.84 0.81
Std. Dev. 20.41 19.19 16.16
Sharpe 0.15 0.19 3.00

Sector / Country Weightings

As of 6/30/2022 % of Portfolio
Technology 38.16
Health 15.12
Finance 13.29
Non-Durable 11.24
Industrial Cyclical 7.98
Services 6.33
Other 6.18
Retail Trade 1.70

Portfolio Holdings

Top Equity Holdings
(As of 2/28/2022)
% of Portfolio Value (Mil$)
UNITEDHEALTH GROUP INC 7.02 400.88
BROADCOM INC 6.91 394.68
TE CONNECTIVITY LTD 6.46 369.12
COMCAST CORP 6.42 366.73
VERTEX PHARMACEUTICALS IN 6.28 358.52
WOLFSPEED INC 4.73 270.07
AUTODESK INC 4.16 237.85
TWITTER INC 3.58 204.30
L3HARRIS TECHNOLOGIES INC 3.48 198.76

Stock Holding % of Net Assets

As Of 2/28/2022
Total Issues 41
Avg. P/E 24.59
Avg. P/Book 4.81
Avg. EPS Growth 19.58
Avg. Market Value (Mil $) 103,978

Allocation

% of Portfolio
Large Growth 32.62
Large Value 0.00
Small Growth 25.38
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 1.65
Intermediate Bond 0.00
Foreign Bond 36.33
High Yield Bond 0.00