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

(NASDAQ Mutual Funds) As of Mar 5, 2021 08:00 PM ET

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$187.76 USD

+4.01 (2.18%)

Zacks MF Rank More Info

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 Dec 31, 2020

Total Return %* Percentile Rank Objective
YTD 19.46 68
3 months 18.60 24
6 months 26.41 41
1 Year 19.47 68
3 Year 10.94 70
5 Year 10.52 80
10 Year 12.12 69

* Annual for three years and beyond.

Zacks Premium Research for SHRAX

Zacks MF Rank More Info

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 69.33
% Yield 0.14
% SEC Yield NA
Net Assets (Mil $) 12/31/2020 4,830.00
%Turnover 12/31/2020 2.00

Risk

3 Year 5 Year 10 Year
Beta 1.08 1.10 1.12
Alpha -3.37 -5.04 -2.73
R Squared 0.88 0.84 0.85
Std. Dev. 21.70 18.42 16.49
Sharpe 0.55 0.60 3.00

Sector / Country Weightings

As of 12/31/2020 % of Portfolio
Technology 35.74
Health 25.08
Finance 13.03
Non-Durable 12.11
Other 6.29
Industrial Cyclical 5.05
Services 1.62
Retail Trade 1.08

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2020)
% of Portfolio Value (Mil$)
COMCAST CORP 9.90 644.61
BIOGEN INC 7.34 478.22
UNITEDHEALTH GROUP INC 6.82 444.06
VERTEX PHARMACEUTICALS IN 6.31 410.99
BROADCOM INC 4.84 315.01
LIBERTY BROADBAND CORP 4.74 308.60
TE CONNECTIVITY LTD 4.40 286.42
SEAGATE TECHNOLOGY 4.40 286.36
AUTODESK INC 4.30 280.00

Stock Holding % of Net Assets

As Of 8/31/2020
Total Issues 49
Avg. P/E 28.38
Avg. P/Book 4.55
Avg. EPS Growth 19.85
Avg. Market Value (Mil $) 82,476

Allocation

% of Portfolio
Large Growth 15.19
Large Value 5.24
Small Growth 12.88
Small Value 0.00
Foreign Stock 6.60
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 24.45
Foreign Bond 0.00
High Yield Bond 16.79