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Clearbridge Growth Fund Class A: (MF: SHRAX)
(NASDAQ Mutual Funds) As of Aug 8, 2024 08:00 PM ET
$103.66 USD
+2.51 (2.48%)
Zacks MF Rank
5-Strong Sell of 5 5
Fund Description
The fund was incepted in October 1983 and is managed by Smith Barney Fund Management. The objective of the fund is to seek capital appreciation. The fund invests in companies that the manager believes are growing or will grow their earnings at a faster rate than companies included in the S&P 500 Index. The fund invests a significant portion of its assets in small and medium-sized companies. The fund generally pays dividends and makes capital gain distributions, if any, once a year, typically in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| ClearBridge Growth A | SHRAX | 5.50 | NA | 0.00 | 0.25 | 0.72 | 1.14 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Legg Mason Aggressive Growth A | SHRAX | 103.66 | 10/24/1983 | 0.00 | 15.60 | -2.06 | 6.72 |
| Legg Mason Aggressive Growth C | SAGCX | 49.39 | 5/12/1993 | 0.00 | 14.79 | -2.74 | 5.97 |
| Legg Mason Partners Aggress Gr I | SAGYX | 143.62 | 11/19/1998 | 0.00 | 15.95 | -1.75 | 7.06 |
| Legg Mason Partners Aggress Gr FI | LMPFX | 112.76 | 1/8/2007 | 0.00 | 15.75 | -2.08 | 6.71 |
| Legg Mason Partners Aggress Gr R | LMPRX | 103.20 | 12/29/2006 | 0.00 | 15.27 | -2.36 | 6.40 |
| Legg Mason Aggressive Growth IS | LSIFX | 147.32 | 8/5/2008 | 0.00 | 16.06 | -1.66 | 7.15 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |