- What does SHRAX invest in?
- This fund primarily seeks out common stocks from companies whose earnings are projected to grow at a rate exceeding the average earnings growth of the S&P 500 Index constituents. It also has the flexibility to invest in shares of large, well-established corporations that demonstrate strong prospects for long-term profit expansion. Furthermore, the fund may allocate up to 25% of its net assets, at the time of investment, to international securities.
- What is the expense ratio of SHRAX?
- ClearBridge Aggressive Growth Fund (SHRAX) charges an expense ratio of 1.13%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SHRAX?
- ClearBridge Aggressive Growth Fund (SHRAX) manages $4.19B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SHRAX actively managed or an index fund?
- SHRAX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (SHRAX's is 1.13%) because there's no security selection cost.
- When was SHRAX launched?
- ClearBridge Aggressive Growth Fund (SHRAX) launched in October 1983 and is managed by the fund issuer.
- How has SHRAX performed?
- SHRAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
