ClearBridge Aggressive Growth Fund Class R

 (MUTF:LMPRX)   Watch this mutual fund  
Find more results for R. Bauman

Performance

Trailing returns

1 day   +0.21%
   
1 week   +1.32%
   
4 week   +5.29%
   
3 month   +1.51%
   
YTD   +15.75%
   
1 year   +19.02%
   
3 years*   +28.56%
   
5 years*   +20.98%
   
*annualized
Best 3 month return+27.69%  
Worst 3 month return-37.21%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years High Average
5 years High High
10 years Above Average Above Average
Overall High Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets12.87B 
Front load-  
Deferred load-  
Expense ratio1.44%  
Management fee-  
Fund familyLegg Mason 

Asset allocation

Cash11.06%  
Stocks88.91%  
Bonds0.00%  
Other0.03%  

Purchase information

Initial$0  
207.49+0.43(0.21%)
Nov 25, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. 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. It may invest in the securities of large, well-known companies offering prospects of long-term earnings growth. The fund may invest up to 25% of its net assets (at the time of investment) in foreign securities.
Fund filings (PDF) »
Asset managers:
Evan Bauman (Started: Apr 27, 2009)
Richard Freeman (Started: Oct 24, 1983)
Advisor Company:
Legg Mason Partners Fund Advisor, LLC
Fund family reports on Morningstar »
Legg Mason/Western, 100 International Drive, Baltimore, MD 21202, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 3.54 2.15 2.40 0.74
Beta* 0.90 1.08 1.16 1.12
Mean annual return 1.53 1.86 1.78 0.89
R-squared* 56.60 77.82 86.61 86.40
Standard deviation 9.98 11.16 16.38 17.77
Sharpe ratio 1.83 1.99 1.30 0.51
* Against standard index

Top 10 holdings

Security Net Assets  
Biogen Idec Inc (BIIB) 8.78%  
UnitedHealth Group Inc (UNH) 5.91%  
Amgen Inc (AMGN) 5.50%  
Actavis PLC (ACT) 5.35%  
Anadarko Petroleum Corp (APC) 4.82%  
Comcast Corp Class A (CMCSK) 4.52%  
SanDisk Corp (SNDK) 3.59%  
Weatherford International PLC (WFT) 3.15%  
Seagate Technology PLC (STX) 2.90%  
Broadcom Corp (BRCM) 2.28%