ClearBridge Aggressive Growth A
Why Is the ClearBridge Aggressive Growth Fund Lagging behind Peers?
SHRAX has been a below average YTD performer. The past year until October 14 was hard on the fund. It placed dead last among the 12 peers in this review.
Inside the ClearBridge Aggressive Growth Fund Portfolio
The sectoral breakdown of SHRAX is unlike any other mutual fund in this review, with healthcare as its biggest holding, commanding 35% of the portfolio.
What Are the FOMC’s September 2016 Economic Projections?
The FOMC (Federal Open Market Committee) releases the SEP (Summary of Economic Projections) in four of the eight meetings in a year.
What Saved the Day for the ClearBridge Aggressive Growth Fund?
The ClearBridge Aggressive Growth Fund Class A has risen by 1.6% in 2016. This places it right in the middle of the pack of our 12 funds in this review.
Inside the Portfolio Changes in the ClearBridge Aggressive Growth Fund so Far in 2016
The ClearBridge Aggressive Growth Fund’s assets were invested across 78 holdings as of June 2016, when it was managing assets worth $11.4 billion.
June 2016 Economic Projections: PCE Inflation to Rise in 2016
The FOMC’s PCE inflation projections for 2016 have increased from 1.0%–1.6% in March to 1.3%–2.0% in June.
What Rate Hike Road Is the Fed Really on in 2016? (It Looks Strangely Like 2015)
Policymakers are now hinting toward a rate hike in June. But markets seem to be feeling otherwise.
What Portfolio Moves Did SHRAX Make prior to 1Q16?
SHRAX’s assets were invested across 76 holdings as of March 2016, one less than a quarter ago. It was managing assets worth $12.6 billion as of March’s end.
ADT, FCX Saved the Day for SHRAX in 1Q16
SHRAX fell 2.7% in 1Q16 and 9.7% for the one-year period ended March 2016, placing it firmly at the bottom of the funds under review.
Possible Options for the Wells Fargo Growth Fund
The Wells Fargo Growth Fund – Class A (SGRAX) is invested in stocks of companies like Tractor Supply Company (TSCO), LKQ Corp. (LKQ), Jack in the Box (JACK), CarMax (KMX), and Fortinet (FTNT).
Last Place: The ClearBridge Aggressive Growth Fund
The ClearBridge Aggressive Growth Fund – Class A (SHRAX) had $12.1 billion worth of assets under management at the end of January 2016.
Overstocking on Healthcare Didn’t Work Well for SHRAX in 2015
If you’re invested in the ClearBridge Aggressive Growth Fund, there’s not much about its 2015 performance that would make you happy.
Analyzing the 2015 Allocation of ClearBridge Aggressive Growth Fund
ClearBridge Aggressive Growth Fund’s top ten equity holdings in December included UnitedHealth Group (UNH), Comcast (CMCSA), SanDisk (SNDK), Broadcom (BRCM), and Anadarko (APC).
Lackluster Healthcare Segment Hurt SHRAX in Year-to-Date 2015
So far, 2015 has been less than generous to the SHRAX. It has hovered at the bottom of the pack of 11 funds across the periods under review, including the YTD period.
The ClearBridge Aggressive Growth Fund through November 2015
The ClearBridge Aggressive Growth Fund’s assets were invested in 78 holdings in stocks, bonds, and cash as of November 2015. The fund managed $14.04 billion in assets as of the end of November.
Personal Consumption Expenditures Inflation May Continue to Fall
The FOMC’s Summary of Economic Projections presents projections on economic growth, the unemployment rate, and personal consumption expenditures inflation.
CPI Inflation Rose, RBI Didn’t Change the Repo Rate
India’s CPI inflation slowed to a 3.3% pace in November 2014 from 8.7% in January 2014. India was among the biggest beneficiaries of the fall in crude oil prices.
The Big Picture in US Equity Mutual Funds: November Rundown as of October
Investors need to keep a close watch on signs that indicate a “liftoff” in December and should be ready to rebalance their equity mutual funds accordingly.
Which Stock Picks Haven’t Worked for the ClearBridge Aggressive Growth Fund?
SHRAX is the only fund among nine that posted positive returns in just one of our five periods. It’s also the only fund that fell in the one-year period.