ClearBridge Growth Fund Class A
SHRAX
NASDAQ
| Weiss Ratings | SHRAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | SHRAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Evan Bauman (16), Aram E. Green (4), Amanda Leithe (1) | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | SHRAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | ClearBridge Growth Fund Class A | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Aggressive Growth | |||
| Inception Date | Oct 24, 1983 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | SHRAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | SHRAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.62% | |||
| Asset Allocation | SHRAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.17% | |||
| Stock | 99.84% | |||
| U.S. Stock | 97.80% | |||
| Non-U.S. Stock | 2.04% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SHRAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.51% | |||
| 30-Day Total Return | 1.83% | |||
| 60-Day Total Return | 0.26% | |||
| 90-Day Total Return | 4.80% | |||
| Year to Date Total Return | 11.14% | |||
| 1-Year Total Return | 20.77% | |||
| 2-Year Total Return | 37.73% | |||
| 3-Year Total Return | 49.17% | |||
| 5-Year Total Return | 47.83% | |||
| Price | SHRAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SHRAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $108.91 | |||
| 1-Month Low NAV | $106.87 | |||
| 1-Month High NAV | $110.21 | |||
| 52-Week Low NAV | $81.51 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $123.74 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | SHRAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.80 | |||
| Standard Deviation | 16.89 | |||
| Balance Sheet | SHRAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 4.42B | |||
| Operating Ratios | SHRAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.14% | |||
| Turnover Ratio | 22.00% | |||
| Performance | SHRAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 18.38% | |||
| Last Bear Market Total Return | -19.27% | |||