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Clearbridge Growth Fund Class A: (MF: SHRAX)

(NASDAQ Mutual Funds) As of Aug 17, 2026 05:53 PM ET

$98.02 USD

-0.37 (-0.38%)

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

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.18 83
3 months 2.18 47
6 months 2.89 75
1 Year 2.10 82
3 Year 9.75 83
5 Year 2.48 82
10 Year 7.20 84

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 111.55
Bear Market (10/07 - 2/09) -51.89
Bull Market (2/09 - 3/21) 673.92

Load Adjusted Returns as of Jul 31, 2026

1 Year 1.75
5 Year 2.06
10 Year 7.71
Since Inception 10.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.16 11.67 NA NA
2025 -7.72 18.67 5.47 -1.82
2024 4.07 1.84 2.36 3.34
2023 7.29 5.67 -5.50 15.41
2022 -8.71 -19.27 -2.10 3.26
2021 5.74 5.98 -6.22 2.61

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.1713.3912.1323.64-25.507.8519.4624.16-7.9614.275.71
% Total Return Rel to Index -6.54-4.82-12.88-2.59-7.30-20.831.06-7.32-3.57-7.51-6.22
% Total Return Rel to Peer -5.621.40-9.87-2.47-0.64-6.97-6.31-1.04-3.55-4.962.20
% Perf Quintile vs Peer* 5.003.005.003.003.004.004.005.004.005.002.00
% Dividends 0.000.000.000.150.000.000.320.830.390.390.68
% Yield 0.000.000.000.000.000.000.140.400.200.170.32
Capital Gains ($) 0.0020.3519.9814.2415.0638.7832.0221.4229.8411.758.31
Expense Ratio 1.121.131.141.141.121.111.131.121.121.121.14

* 1 = Top 20%, 5 = Bottom 20%