ClearBridge Aggressive Growth Fund

Frequently Asked Questions About SHRAX

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 $4.00B 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 ClearBridge.

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.