ClearBridge Aggressive Growth Fund
SHRAX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- New York, NY 10041 New York NY United States of America 10041
- IPO Date
- Oct 24, 1983
- CIK
- 0000880366
- Website
- franklintempleton.com
- Similar Companies
- Business
- ClearBridge Aggressive Growth Fund (SHRAX) is an open-end mutual fund that seeks capital appreciation by investing primarily in common stocks of companies believed to be experiencing, or expected to experience, earnings growth exceeding the average rate of the S&P 500 Index; it employs a bottom-up stock selection process favoring strong fundamentals, committed management, and clear market advantages in high-growth sectors such as information technology, industrials, health care, consumer discretionary, and communication services. The fund offers Class A shares (ticker: SHRAX) with a minimum initial investment of $1,000, an expense ratio of 1.11%, and annual dividend distributions, maintaining a portfolio of approximately 52 holdings including top positions like Broadcom Inc., TE Connectivity PLC, Autodesk Inc., Vertex Pharmaceuticals Inc., and L3Harris Technologies Inc.; up to 25% of net assets may be allocated to foreign securities. Managed within the mid-cap growth category against the Russell Midcap Growth Index benchmark, the fund features a portfolio turnover of 22%, a price-to-earnings ratio of 37.75x (forward), and total net assets of $4.60 billion as of late 2025. Incepted on October 24, 1983, the fund is managed by ClearBridge Investments, LLC, a subsidiary of Franklin Templeton Investments headquartered in New York City with additional offices in Baltimore, Calgary, London, and other global locations; the current portfolio management team includes Evan Bauman (since 2009), Aram Green (since 2021), and Amanda Leithe (since 2024), supported by ClearBridge's proprietary research-driven approach emphasizing authentic active management and integrated environmental, social, and governance (ESG) criteria. Recent developments include portfolio manager Amanda Leithe joining the team in May 2024 to bolster the growth strategy amid evolving market dynamics; in Q3 2025, the managers executed position closures in Paylocity (industrials) and Ultragenyx Pharmaceutical (health care) while navigating sector rotations driven by U.S. economic momentum, Federal Reserve rate cuts, and robust corporate earnings; additionally, ClearBridge expanded capabilities in October 2025 through the alignment of Martin Currie under its umbrella, enhancing global equity offerings and distribution via Franklin Templeton, with no major acquisitions, funding rounds, or name changes reported for the fund itself in the past 1-2 years.