Clearbridge Growth Fund Class A: (MF: SHRAX)
(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET
$94.68 USD
+0.59 (0.63%)
Fund Description
The fund was incepted in October 1983 and is managed by Smith Barney Fund Management. The objective of the fund is to seek capital appreciation. The fund invests in companies that the manager believes are growing or will grow their earnings at a faster rate than companies included in the S&P 500 Index. The fund invests a significant portion of its assets in small and medium-sized companies. The fund generally pays dividends and makes capital gain distributions, if any, once a year, typically in December.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
ClearBridge Growth A | SHRAX | 5.50 | NA | 0.00 | 0.25 | 0.72 | 1.14 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Legg Mason Aggressive Growth A | SHRAX | 94.23 | 10/24/1983 | 0.00 | -0.58 | 1.45 | 8.80 |
Legg Mason Aggressive Growth C | SAGCX | 29.57 | 5/12/1993 | 0.00 | -1.28 | 0.72 | 8.03 |
Legg Mason Partners Aggress Gr I | SAGYX | 119.96 | 11/19/1998 | 0.00 | -0.28 | 1.76 | 9.13 |
Legg Mason Partners Aggress Gr FI | LMPFX | 90.28 | 1/8/2007 | 0.00 | -0.60 | 1.44 | 8.77 |
Legg Mason Partners Aggress Gr R | LMPRX | 80.45 | 12/29/2006 | 0.00 | -0.90 | 1.15 | 8.46 |
Legg Mason Aggressive Growth IS | LSIFX | 122.93 | 8/5/2008 | 0.00 | -0.19 | 1.86 | 9.23 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
ClearBridge Growth A | SHRAX | 1000 | 50 | 250 | A |
Contact Information
Family | Franklin |
Address | One Franklin Parkway San Mateo, CA 94403 |
Phone | 800 342-5236 |