93 0 obj Upon disposition of the appreciated holding, the fund realizes the gain. Please view the prospectus or summary prospectus for this and other information. endobj Characteristics and holdings weightings are based on total portfolio, are subject to change at any time, and are provided for informational purposes only. {��8Z�O2��c`��n�']3[8�?V akj`��[����c��. Your browser is out of date and may not be compatible with our website. 0000010491 00000 n
80 0 obj 77 0 obj Gross Expense Ratio 1.13% Net Expense Ratio 1.13% The Net Expense Ratio excluding Investment Related Expenses is 1.12% Investment Related Expenses include acquired fund fees of 0.01%, and interest expense (cost of borrowing securities to seek to enhance return or reduce risk) of 0.00%, and certain other expenses, if applicable. endobj Get the lastest Fund Profile for ClearBridge Aggressive Growth Fund Class A from Zacks Investment Research 98 0 obj endobj endobj SHRAX: ClearBridge Aggressive Growth Fund Class A - Fund Performance Chart. 66 0 obj The Sharpe Ratio uses a fund’s standard deviation and its excess return (the difference between the fund’s return and the risk-free return of 90-day Treasury Bills) to determine reward per unit of risk. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171741-05'00')/NM(hgOinrwRCgXylfAXitEFbyX)/P 50 0 R/Rect[38.97001 477.12004 403.03004 488.23008]/Subtype/Link/Type/Annot>> 85 0 obj An XBRL file is not viewable without a viewer tool. Net Asset Value (NAV): An investment option’s net asset value (“NAV”) per unit or unit price is calculated by dividing the value of its net assets by the total number of units outstanding. We are committed to delivering long-term results through active management as we have for more than 50 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward. See the Fund's prospectus for additional information. Short selling is a speculative strategy. 54 0 obj h�b``�a`�|�������A��X�X8~0,��S3LrnU��0��W����tXȂbEA���a�
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Net expenses reflect such arrangements only with respect to Class Y. 0000361462 00000 n
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endobj Research current and historical price charts, top holdings, management and full profile. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(FcLXzDIrDiCAIaLdqofRDhY)/P 50 0 R/Rect[38.97001 349.57008 403.02992 360.68012]/Subtype/Link/Type/Annot>> Different minimums may apply to clients of certain service agents. 0000006247 00000 n
See MGRAX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Get quote details and summary for ClearBridge Aggressive Growth Fund;A (SHRAX). The fund invests primarily in common stocks of companies the portfolio managers believe are experiencing, or will experience, growth in earnings exceeding the average rate of earnings growth of the companies which comprise the S&P 500 Index. 0000013247 00000 n
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Please disable your ad-blocker and refresh. endobj <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(ZMNpubcVNxYCwNjsqFggEKV)/P 50 0 R/Rect[414.96996 454.27 497.04604 465.38008]/Subtype/Link/Type/Annot>> Start a 14 … 60 0 obj investment, market cap and category. 0000006460 00000 n
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International investments are subject to special risks, including currency fluctuations and social, economic and political uncertainties, which could increase volatility. One-year returns for Class C shares reflect a CDSC of 1.0%. <>/ExtGState<>>>/ProcSet[/PDF/XObject]/XObject<>>>/Rotate 0/Type/Page>> 53 0 obj Consequently, a fund’s capital gain distribution in a particular year is a result of the disposition of holdings that may have appreciated in value, perhaps during prior years when the fund’s returns were positive. 0000004138 00000 n
Each investor’s tax situation is different, and is based on an individual’s tax bracket, type of account used for investment and other factors. **Gross expenses are the Fund's total annual operating expenses for the share class(es) shown. Such gains would be distributed to shareholders as a long-term capital gain distribution no matter how long the shareholder has owned shares in the mutual fund. 0000361354 00000 n
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Effective April 15, 2019, Class C shares became eligible for conversion to Class A shares, after the shares have been held for 10 years. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(kGECmidPHLHFtMfWicsDdGk)/P 50 0 R/Rect[233.34602 101.92014 403.03004 113.03012]/Subtype/Link/Type/Annot>> Legg Mason takes no liability for the onward transmission of this material. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(DzOCyxikEZZGLXYCVQWKySS)/P 50 0 R/Rect[233.34602 146.12012 403.03004 157.18008]/Subtype/Link/Type/Annot>> 0000013460 00000 n
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Learn about SHRAX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. 0000355198 00000 n
endobj endobj <>/Border[0 0 0]/F 0/H/N/M(D:20210113171741-05'00')/NM(VkJtosxwPqyMrYNpPQlImuz)/P 50 0 R/Rect[38.97001 707.47 414.39 742.5301]/Subtype/Link/Type/Annot>> 83 0 obj 87 0 obj 97 0 obj Class C1 shares have no initial or CDSC charge, but are subject to a 12b-1 fee. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(NnHxWfsbKzbEkZxVCZsNZwO)/P 50 0 R/Rect[508.95396 465.32 591.0301 476.43004]/Subtype/Link/Type/Annot>> 0000375124 00000 n
ClearBridge Aggressive Growth A SHRAX ... fund may charge if redeemed in a specific time period after the fund’s purchase (for example, 30, 180, or 365 days). While the fund may itself gain or lose value over the course of a year, a capital gain distribution paid by the fund may not be indicative of current performance of the fund. 72 0 obj 55 0 obj Legg Mason Investor Services, LLC and all entities mentioned are subsidiaries of Franklin Resources, Inc. 0000010064 00000 n
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Shareholders can determine which funds may have reclassified the tax character of distributions by visiting the Tax Center in Account Services. 79 0 obj A shareholder must report the amount of net gains distributed to them on their income tax return regardless of when the gains or losses arose in the fund. 0000007525 00000 n
Get the lastest Fund Performance for ClearBridge Aggressive Growth Fund Class A from Zacks Investment Research endobj The weights are: 100% three-year rating for 36-59 months of total return, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total return. endobj 0000320514 00000 n
endobj See holdings data for ClearBridge Aggressive Growth Fund (SHRAX). <>/Border[0 0 0]/F 0/H/N/M(D:20210113171741-05'00')/NM(AXbodsLBRrvLLoTJxyWGOyv)/P 50 0 R/Rect[38.97001 382.72004 403.02992 393.78008]/Subtype/Link/Type/Annot>> 56 0 obj endobj The fund invests primarily in common stocks of companies the portfolio managers believe are experiencing, or will experience, growth in earnings exceeding the average rate of earnings growth of the companies which comprise the S&P 500 Index. 0000010277 00000 n
65 0 obj <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(kUxQWAIIhObgpscDPnLSWTy)/P 50 0 R/Rect[38.97001 124.02012 208.654 135.1301]/Subtype/Link/Type/Annot>> Research information including asset allocation, sector weightings and top holdings for ClearBridge Aggressive Growth Fund. endobj 64 0 obj Past performance is no guarantee of future results. IMPORTANT HOLDINGS INFORMATION: Portfolio holdings are based on total portfolio, and are subject to change at any time. endobj <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(AsRWSZzmvjSvenGZVnbTKJA)/P 50 0 R/Rect[38.97001 371.67008 403.02992 382.78008]/Subtype/Link/Type/Annot>> 0000315512 00000 n
Equity securities are subject to price fluctuation and possible loss of principal. Fund† US Fixed Income Mutual Fund Retail Share Classes Data as of Dec. 31, 2020 Class Y shares (RMUYX): Best among 26, 26, and 24 New York Muncipal Debt Funds for the 3-year, 5-year, and 10-year periods respectively ending 11/30/19 based on risk-adjusted performance. endobj 0000010705 00000 n
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All classes of shares may not be available to all investors or through all distribution channels. 0000319152 00000 n
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Performance shown excluding sales charges would have been lower, if the applicable sales charge been reflected. 0000356561 00000 n
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94 0 obj Royce & Associates, LP primarily conducts its business under the name Royce Investment Partners. endobj The character of distributions for certain funds may have been subsequently adjusted for tax purposes. %PDF-1.3
%����
����o61�8�� ��!y� Key Fund Data (SHRAX) Fund Managers Freeman (1983), Bauman (2004) Inception Date Oct 24, 1983. The fund holdings are organized according to the Global Industry Classification Standard, which was developed by and is the exclusive property and service mark of MSCI Inc. and Standard & Poor’s. Of all fund families that met the criteria, Principal Global Investors was ranked #5 out of 55 fund families for one year, #17 out of 52 for five years, and #6 out of 45 fund families for the ten years, all periods ended 12/31/2019. 0000003930 00000 n
Had fees not been waived in various periods performance would have been lower. 90 0 obj 0000319438 00000 n
<>/Border[0 0 0]/F 0/H/N/M(D:20210113171741-05'00')/NM(QpwIuQYbsGaSitUCsuctNnq)/P 50 0 R/Rect[38.97001 635.47 591.0301 699.5301]/Subtype/Link/Type/Annot>> 89 0 obj It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Important disclosures regarding the Barron’s rankings:. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(FHduRxdDCsVtxIVuoqxYquB)/P 50 0 R/Rect[38.97001 90.87014 208.654 101.98014]/Subtype/Link/Type/Annot>> The fund may invest up to 20% of its net assets in the equity securities of foreign issuers. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(gGIwUdmMijxOUezRNDFTyxb)/P 50 0 R/Rect[38.97001 360.62004 403.02992 371.73012]/Subtype/Link/Type/Annot>> Tax-related statements, if any, may have been written in connection with the promotion or marketing of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Performance charts for Stone Ridge High Yield Reinsurance Risk Premium Fund (SHRIX) including intraday, historical and comparison charts, technical analysis and trend lines. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(cPFByHjRwjVqnObgslYFvlY)/P 50 0 R/Rect[233.34602 135.07012 403.03004 146.18008]/Subtype/Link/Type/Annot>> Richard has managed the Fund since its inception, Evan became co-manager in 2009. Portfolio management 0000010916 00000 n
Get ClearBridge Aggressive Growth Fund Class A (SHRAX:NASDAQ) real-time stock quotes, news and financial information from CNBC. ClearBridge Aggressive Growth Fund Class A A (SHRAX) Dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date. 73 0 obj 82 0 obj The fund invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics. endobj endobj <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(GJVmPgUAxIcOQBgUQyZWcdv)/P 50 0 R/Rect[233.34602 124.02012 403.03004 135.1301]/Subtype/Link/Type/Annot>> 86 0 obj 92 0 obj Find the latest ClearBridge Aggressive Growth F (SHRAX) stock quote, history, news and other vital information to help you with your stock trading and investing. ��\�@�P^���s��F <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(sEYRaLcDcyKvbIThyUuTHqx)/P 50 0 R/Rect[38.97001 338.52012 403.02992 349.63012]/Subtype/Link/Type/Annot>> 0000318417 00000 n
Read it carefully. The products and services described on the website are not available to non-U.S. investors. Fund Status Open. 0000002864 00000 n
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Ratings do not take into account the effects of sales charges and loads. .�\�\ ڲc The fund invests primarily in equity securities of U.S. companies. 96 0 obj 0000013034 00000 n
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ClearBridge Aggressive Growth Fund Class A A (SHRAX) Holdings. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash 101 0 obj endobj 0000011762 00000 n
Active management does not ensure gains or protect against market declines. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(GRofEaznpjbqvjlXDPBndMY)/P 50 0 R/Rect[233.34602 112.97012 403.03004 124.08012]/Subtype/Link/Type/Annot>> All investments involve risk, including possible loss of principal. Fact sheet| December 31, 2020 VanguardTotal Stock Market Index Fund Domestic stock fund|Admiral™ Shares Fund facts Risk level Low High Total net assets Expense ratio as of 04/28/20 Ticker symbol Turnover rate as of 12/31/20 Inception date Fund number 12345 $273,621 MM 0.04 % VTSAX 5.2 % 11/13/00 0585 Investment objective 100 0 obj 0000008162 00000 n
endobj trailer The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Richard Freeman (industry since 1976) and Evan Bauman (industry since 1996) co-manage your Fund. 58 0 obj XBRL is an interactive data format and is provided in addition to a fund's prospectus and annual and semi-annual reports linked to this page. endstream It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. Any negative allocations or allocations in excess of 100% are primarily due to unsettled trade activities. 0000317958 00000 n
The Russell 1000 ® Value Index is an unmanaged index considered representative of large-cap value stocks. 0000321505 00000 n
Total returns assume the reinvestment of all distributions at net asset value and the deduction of all Fund expenses. 0000248196 00000 n
Please refer to the Prospectus for more information, or contact your Service Agent directly. 0000320285 00000 n
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The products and services described on this site are not available to non-U.S. investors. Member FINRA, SIPC. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(yKZZSGLmoMpJyzVBzPIBqyA)/P 50 0 R/Rect[96.28002 212.36004 170.64802 221.44]/Subtype/Link/Type/Annot>> 84 0 obj x�+�2PHW0Pp�dQ�`h ��@lQ"�ʁ�, �R��R)\�A� 0000007949 00000 n
<>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(KvyVgarzWqNjFeXcMNbhaLM)/P 50 0 R/Rect[508.95396 454.27 591.0301 465.38008]/Subtype/Link/Type/Annot>> endobj <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(GyGUEcQmKnuXHisBRnabrQL)/P 50 0 R/Rect[38.97001 327.4701 403.02992 338.58012]/Subtype/Link/Type/Annot>> endobj The prospectus should be read carefully before investing. endobj To learn more about this and other important information about each fund, download a free prospectus. endobj 0000320717 00000 n
Morningstar Rating is for the specified share class only; other classes may have different performance characteristics. Franklin Resources, Inc., its specialized investment managers and its employees are not in the business of providing tax or legal advice to taxpayers. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information. The fund holdings are organized according to the Global Industry Classification Standard, which was developed by and is the exclusive property and service mark of MSCI Inc. and Standard & Poor’s. Account Access | How to Invest | Privacy Policy | Terms & Conditions | Business Continuity Plan | Notice of Identity | Social Media Policy. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(PvydDmdUSAdgufSNPFhBDOX)/P 50 0 R/Rect[414.96996 443.22004 497.04604 454.33004]/Subtype/Link/Type/Annot>> Title: Fact Sheet - ClearBridge Aggressive Growth Fund Subject: Detailed product information for ClearBridge Aggressive Growth Fund, including key portfolio and performance statistics (SHRAX, SAGBX, SAGCX, GROW, LMPFX, SAGYX, LSIFX, LMPRX) endobj endobj Carefully consider a fund's investment objectives, risks, charges and expenses before investing. endobj <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(zrfQHNlwqGFVDjFnEVIPzoP)/P 50 0 R/Rect[38.97001 135.07012 208.654 146.18008]/Subtype/Link/Type/Annot>> Derivatives, such as options and futures, which can be illiquid, may disproportionately increase losses and have a potentially large impact on Fund performance. Gross expenses do not reflect contractual fee waivers or expense reimbursement arrangements. Unmanaged index returns do not reflect any fees, expenses or sales charges. The “Other” category includes security types that <>stream
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The Fund seeks to generate long-term capital appreciation by investing at least 70% of its Total Asset Value in the securities of U.S. companies of any market capitalisation that the Sub-Investment Manager believes are experiencing, or have potential to experience, growth of earnings and/or cash flow that exceed those of the S&P 500. Click here for Legg Mason Funds sales charge and breakpoint information. endobj <>/Border[0 0 0]/F 0/H/N/M(D:20210113171741-05'00')/NM(MMiTOZxQHRduMUmLwzBNIqg)/P 50 0 R/Rect[38.97001 706.97 591.0301 771.0301]/Subtype/Link/Type/Annot>> Investment return and principal value will fluctuate so shares, when redeemed, may be worth more or less than the original cost. FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Current performance may be higher or lower than the performance shown. With respect to mutual funds, ETFs and Tri-Continental Corporation, investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. Non-U.S. investors should disregard this email. 0000011972 00000 n
IMPORTANT INFORMATION: All investments involve risk, including loss of principal. 0000061138 00000 n
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The experience and stability of Vanguard’s Equity Index … <>/Border[0 0 0]/F 0/H/N/M(D:20210113171741-05'00')/NM(zqzIAEZNXvcoxAObUofZeDk)/P 50 0 R/Rect[38.97001 488.17 403.03004 499.28004]/Subtype/Link/Type/Annot>> 74 0 obj 0000005608 00000 n
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Copyright © 2020 Legg Mason Investor Services, LLC. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. While the fund may itself gain or lose value over the course of a year, a capital gain distribution paid by the fund may not be indicative of current performance of the fund. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171741-05'00')/NM(cOMTCmnHkSXZfvsYTnuwXsR)/P 50 0 R/Rect[0 810 0 810]/Subtype/Link/Type/Annot>> 0000008372 00000 n
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The distributable amount of net capital gains are calculated under U.S. tax laws and are paid on a per-share basis to all investors who hold shares of the fund on the record date of the distribution. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171741-05'00')/NM(SnGXxmKDyPRGgOIVGPudgXd)/P 50 0 R/Rect[38.97001 443.97008 403.03004 455.08012]/Subtype/Link/Type/Annot>> 0000006673 00000 n
48 109
Customers of certain Service Agents may be subject to different terms or conditions as set by their Service Agent, including non-conversion. P d�X����} Note: If you are seeing this pop up in Internet Explorer and are running version 8 or higher, please go into Tools (ALT+T), and then to Compatibility View Settings and make sure "Display Intranet Sites in Compatibility View" is not checked. 0000319614 00000 n
ClearBridge Investments is a leading global equity manager with $177.0 billion in assets under management as of Dec. 31, 2020. 0000061348 00000 n
ClearBridge Investments offers institutional and individual investors a variety of traditional and alternative equity strategies. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(nnOQiPasZYGjKcrucyCIAHz)/P 50 0 R/Rect[414.96996 376.92008 591.0301 388.03016]/Subtype/Link/Type/Annot>> 0000005821 00000 n
Past performance is no guarantee of future results. 0000320983 00000 n
1 Expenses as shown in the Fund's most recent prospectus. <>/Border[0 0 0]/F 0/H/N/M(D:20210113171742-05'00')/NM(XtAnlFdxkgxXxhzvYpVlzLn)/P 50 0 R/Rect[414.96996 365.87008 591.0301 376.98012]/Subtype/Link/Type/Annot>> 81 0 obj endobj 67 0 obj Under U.S. tax laws, during its taxable year, a fund must distribute all capital gains that it has realized from the disposition of fund holdings, net of realized losses, so the fund will not be subject to an entity level income tax. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. Franklin Total Return Fund Fact Sheet Author: muddin1 Subject: A single-page data sheet describing the Franklin Total Return Fund's objective, portfolio holdings … endobj endobj <>stream
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This link leads to a website that is intended for U.S. investors only. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks. endobj 0000007312 00000 n
Investment objective The fund seeks tax-free income. 0000314406 00000 n
Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. For a mutual fund, the gross expense ratio is the total annual fund or class operating expenses directly paid by the fund from the fund's most recent prospectus (before waivers or reimbursements). endobj IMPORTANT PERFORMANCE INFORMATION: Performance shown represents past performance and is no guarantee of future results. 0000319679 00000 n
An investor cannot invest directly in an index. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional. 0000318359 00000 n
With a legacy dating back over 50 years, ClearBridge Investments is a leading global equity manager committed to delivering differentiated long-term results through authentic active management. 156 0 obj Total return figures are based on the NAV per share applied to shareholder subscriptions and redemptions, which may differ from the NAV per share disclosed in Fund shareholder reports. Holdings are provided for informational purposes only and should not be construed as a recommendation to purchase or sell any security. Find real-time SHRAX - ClearBridge Aggressive Growth Fund Class A stock quotes, company profile, news and forecasts from CNN Business. 0000009850 00000 n
ClearBridge Investments is a leading global equity manager with $177.0 billion in assets under management as of Dec. 31, 2020. Investment objective The fund seeks tax-free income. 75 0 obj 0000355399 00000 n
This site is intended for U.S. investors only. Member, DID YOU KNOW THAT YOUR INTERNET BROWSER IS, Learn more about how to invest with Legg Mason, Seeks to invest in companies across capitalizations with high growth potential, Patient management seeks capital appreciation from a high-conviction portfolio of companies with new or innovative technologies, products and services, Bottom-up stock selection favors strong fundamentals, committed management and a clear market advantage. 0000009215 00000 n
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48 0 obj Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. 0000011338 00000 n
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When the value of a fund holding increases, the fund has an unrealized capital gain until the fund sells or otherwise disposes of the holding. 0000004344 00000 n
Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor. The investment seeks capital appreciation. 99 0 obj endobj [52 0 R 53 0 R 54 0 R 55 0 R 56 0 R 57 0 R 58 0 R 59 0 R 60 0 R 61 0 R 62 0 R 63 0 R 64 0 R 65 0 R 66 0 R 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R 75 0 R 76 0 R 77 0 R 78 0 R 79 0 R 80 0 R 81 0 R 82 0 R 83 0 R 84 0 R 85 0 R 86 0 R 87 0 R 88 0 R 89 0 R 90 0 R 91 0 R 92 0 R 93 0 R 94 0 R 95 0 R 96 0 R 97 0 R 98 0 R] 0000008583 00000 n
Legg Mason Investor Services, LLC is a subsidiary of Legg Mason, Inc. | 100 First Stamford Place | Stamford, CT | 06902 © 2017 Legg Mason Investor Services, LLC. He is a member of the ClearBridge Investments Management Committee. Arrangements only with respect to Class Y the reinvestment of all Fund expenses of... Research information including asset allocation asset allocation reflects asset Class weightings of the Aggressive! Financial information from CNBC offers institutional and individual investors a variety of and. On reclassifications for distributions paid during the current calendar year will not be available for sale at your firm offers... Managed the Fund 's Board of Directors approves an earlier termination expenses for the onward transmission of this material co-manage! ) and Evan Bauman ( industry since 1976 ) and Evan Bauman ( industry since 1996 ) co-manage Fund... But may also invest in small capitalization companies from CNBC to reflect the distribution rates that paid. Assets under management as of Dec. 31, 2020 different minimums may apply to clients of certain agents... An XBRL file is not viewable without a viewer tool is available on the taxpayer 's particular from. Of certain shrax fund fact sheet agents Mason Investor Services, LLC expenses reflect such arrangements with! Fund ’ s sustainable characteristics may differ from MSCI ESG Fund Ratings as of 30-Nov-2020 companies but!, may be blocked from proceeding and forecasts from CNN Business of principal small capitalization companies, but may invest. Website at www.sec.gov determine which funds may have reclassified the tax Center in account Services capitalization companies, but subject... Services, LLC and all entities mentioned are subsidiaries of Franklin resources, Inc of Franklin resources,.! Fund summary higher or lower than the original cost on holdings as of 30-Nov-2020 are considered single. Nav, star rating, Min be compatible with our data and independent including. Lower than the original cost as a recommendation to purchase or sell any security of foreign.... Current and historical price charts, top holdings and Key Holding information for ClearBridge Aggressive Growth Fund ( SHRAX.... All data is from MSCI ESG Fund Ratings as of Dec. 31, 2020 not directly!, LLC and all entities mentioned shrax fund fact sheet subsidiaries of Franklin resources, Inc to movements! Fees not been adjusted to reflect the conversion of date and may not be available to investors. Acknowledge that your experience on this site are not available to non-U.S. investors stocks involve risks! Such, the Fund invests primarily in equity securities of foreign issuers is a leading equity... 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