ClearBridge Aggressive Growth A

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  • Company & Industry Overviews

    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.

    By David Ashworth
  • uploads///Portfolio Breakdown of the SHRAX
    Fund Managers

    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.

    By David Ashworth
  • uploads///SEP Range Sep
    Macroeconomic Analysis

    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.

    By David Ashworth
  • Basic Materials

    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.

    By David Ashworth
  • uploads///Portfolio Breakdown of the SHRAX
    Fund Managers

    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.

    By David Ashworth
  • uploads///Proj
    Macroeconomic Analysis

    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.

    By David Ashworth
  • uploads///No choice
    Macroeconomic Analysis

    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.

    By David Ashworth
  • uploads///Portfolio Breakdown of the SHRAX
    Fund Managers

    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.

    By David Ashworth
  • Company & Industry Overviews

    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.

    By David Ashworth
  • Company & Industry Overviews

    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).

    By David Ashworth
  • Company & Industry Overviews

    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.

    By David Ashworth
  • Company & Industry Overviews

    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.

    By David Ashworth
  • uploads///Portfolio Breakdown of the SHRAX
    Macroeconomic Analysis

    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).

    By David Ashworth
  • Macroeconomic Analysis

    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.

    By David Ashworth
  • uploads///Portfolio Break down of the SHRAX
    Macroeconomic Analysis

    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.

    By David Ashworth
  • uploads///SEP Range
    Macroeconomic Analysis

    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.

    By David Ashworth
  • uploads///Indias CPI Combined
    Macroeconomic Analysis

    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.

    By David Ashworth
  • uploads///Portfolio Composition of Some US Equity Mutual Funds
    Macroeconomic Analysis

    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.

    By David Ashworth
  • Macroeconomic Analysis

    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.

    By David Ashworth
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