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ClearBridge Aggressive Growth B (SAGBX) Fund Ranking and Research

Ranking, Research and Recommendation of ClearBridge Aggressive Growth B (SAGBX) Fund

    Last Trade: $155.88 on 4/17/2014, Change: +0.22 (0.14%)

 

Graph of ClearBridge Aggressive Growth B Fund (SAGBX) ManagerFund Manager - Richard Freeman

Fund Manager Information

Fund Manager Tenure: 30.5 years
Similar Funds: SAGCX  SAGYX 
Fund Family: Legg Mason
Fund Category: Large Growth
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: *Master* (Score: 0.87)     (What does this score mean?)

 

Graph of ClearBridge Aggressive Growth B Fund (SAGBX) ProfileClearBridge Aggressive Growth B Fund (SAGBX) Profile

Fund Profile and Description

ClearBridge Aggressive Growth B Fund seeks capital appreciation. ClearBridge Aggressive Growth B Fund invests primarily in equity securities of companies that are believed to be experiencing, or experience, growth in earnings that exceeds 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 that offer prospects of long-term earnings growth. ClearBridge Aggressive Growth B Fund may invest a significant portion of assets in small- to medium-sized companies.

 

ClearBridge Aggressive Growth B (SAGBX) Fund Strength What we like about ClearBridge Aggressive Growth B (SAGBX) Fund

Data for ClearBridge Aggressive Growth B Fund (SAGBX) as of Mar 30, 2014

  • ClearBridge Aggressive Growth B Fund (SAGBX) management has been with ClearBridge Aggressive Growth B Fund for 30.5 years
  • ClearBridge Aggressive Growth B Fund (SAGBX) has good short-term performance (1-year return 31.03% vs 23.23% Large Growth category median performance)
  • ClearBridge Aggressive Growth B Fund (SAGBX) has good mid-term performance (3-year return 18.82% vs 13.09% Large Growth category median performance)
  • ClearBridge Aggressive Growth B Fund (SAGBX) has good Long-term performance (5-year return 25.59% vs 20.08% Large Growth category median performance)
  • ClearBridge Aggressive Growth B Fund (SAGBX) ratio of up-years vs down years is greater than 2
  • ClearBridge Aggressive Growth B Fund (SAGBX) has a Morningstar rating of 4 and above
  • Asset base in ClearBridge Aggressive Growth B Fund (SAGBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • ClearBridge Aggressive Growth B Fund (SAGBX) has an annual stock turnover rate of 2.00% vs Large Growth average of 63.11%. It is good that ClearBridge Aggressive Growth B management does not trade extensively for its return.

ClearBridge Aggressive Growth B Fund (SAGBX) Weakness What we are cautious about ClearBridge Aggressive Growth B (SAGBX) Fund

Data for ClearBridge Aggressive Growth B Fund (SAGBX) as of Mar 30, 2014

  • ClearBridge Aggressive Growth B Fund (SAGBX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.94 that is higher than category average of 14.38
  • ClearBridge Aggressive Growth B Fund (SAGBX) has a higher expense ratio of 2.22% than its Large Growth average of 1.21%
  • ClearBridge Aggressive Growth B Fund (SAGBX) carries a 5% load
See ClearBridge Aggressive Growth B Fund (SAGBX) performance details as of Mar 30, 2014

 

What do you think?

 

Compare ClearBridge Aggressive Growth B Fund (SAGBX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
ClearBridge Aggressive Growth B5.6831.0318.8225.59
American Funds AMCAP R6 (RAFGX)3.1028.0916.2322.69Compare
Baron Fifth Avenue Growth Instl (BFTIX)0.3729.9316.0020.85Compare
Gerstein Fisher Multi-Factor Growth Eq (GFMGX)-0.2424.5114.660Compare

See top fund managers for Large Growth Category Funds

 

Compare ClearBridge Aggressive Growth B Fund (SAGBX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Rydex S&P 500 Pure Growth (RPG)4.28%32.66%17.12%
First Trust US IPO Index (FPX)1.33%31.12%23.16%
RP Focused Large Cap Growth ETF (RWG)0.63%29.66%13.09%
First Trust NASDAQ-100 Equal Weight Idx (QQEW)2.24%28.44%14.61%
RBS NASDAQ 100 Trendpilot ETN (TNDQ)0.23%28.31%0

 

Graph of ClearBridge Aggressive Growth B Fund (SAGBX) Net Asset TrackingClearBridge Aggressive Growth B (SAGBX) Fund Net Asset

Track net asset change of ClearBridge Aggressive Growth B fund (SAGBX)

DateNet Asset
03/2014$10.39B
02/2014$10.32B
01/2014$9.46B
More historic net asset information on ClearBridge Aggressive Growth B Fund (SAGBX)

  

Graph of ClearBridge Aggressive Growth B Fund (SAGBX) Portfolio TrackingClearBridge Aggressive Growth B (SAGBX) Fund Portfolio Allocation

Track portfolio allocation change of ClearBridge Aggressive Growth B fund (SAGBX)

DateCashStockBondOther
12/20136.76%93.23%0%0.01%
09/20133.07%96.92%0%0.01%
06/20132.08%97.87%0%0.05%
Click here to see more historic asset allocation information on ClearBridge Aggressive Growth B Fund (SAGBX)

 

graph of ClearBridge Aggressive Growth B Fund (SAGBX) Top 10 Position TrackingTop 10 Holdings in ClearBridge Aggressive Growth B (SAGBX) Fund

Discover what ClearBridge Aggressive Growth B Fund (SAGBX) manager is buying

Dec 30, 2013
Biogen Idec Inc. [9.91%]
UnitedHealth Group Incorporated [6.89%]
Comcast Corporation [5.63%]
Amgen Inc. [5.06%]
Anadarko Petroleum Corporation [4.44%]
Forest Laboratories, Inc. Class [3.94%]
SanDisk Corporation [3.22%]
Core Laboratories N.V. Common S [3.19%]
Weatherford International, Ltd [3%]
Cree, Inc. [2.83%]

Sep 29, 2013
Biogen Idec Inc. [10.83%]
UnitedHealth Group Incorporated [7.46%]
Anadarko Petroleum Corporation [5.93%]
Amgen Inc. [5.65%]
Comcast Corporation [5.57%]
Weatherford International, Ltd [3.38%]
Core Laboratories N.V. Common S [3.22%]
SanDisk Corporation [3.09%]
Forest Laboratories, Inc. Class [3.02%]
Cree, Inc. [2.51%]

Jun 29, 2013
Biogen Idec Inc. [10.77%]
UnitedHealth Group Incorporated [7.58%]
Anadarko Petroleum Corporation [6.09%]
Comcast Corporation [5.66%]
Amgen Inc. [5.53%]
Weatherford International, Ltd [3.28%]
Forest Laboratories, Inc. Class [3.21%]
Core Laboratories N.V. Common S [3.21%]
SanDisk Corporation [3.11%]
Cree, Inc. [2.62%]
Click here for Stock Holding Change Map in ClearBridge Aggressive Growth B Fund (SAGBX)

  

Latest News on ClearBridge Aggressive Growth B (SAGBX) Fund

See what is happening with ClearBridge Aggressive Growth B Fund (SAGBX)

 

ClearBridge Aggressive Growth B Fund (SAGBX) Related ResourcesSee more information on ClearBridge Aggressive Growth B (SAGBX) Fund

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