4 / 5 Stars
5 5 4 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#39 in Large Growth
U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 43.76 percent over the past year, 20.49 percent over the past three years, 28.75 percent over the past five years, and 8.37 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||7.2%|
|3 Years (Annualized)||20.5%|
|5 Years (Annualized)||28.8%|
|10 Years (Annualized)||8.4%|
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 assets in foreign securities.
Fees are Average compared to funds in the same category.
ClearBridge Aggressive Growth Fund has an expense ratio of 1.23 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.