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Mutual Fund Insights: Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX)

In-depth Analysis of Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX)

Mutual fund chart: Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX)

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See Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) performance details as of February 28, 2010

  

    Last Trade: $102.49 on 3/19/2010, Change: -0.44 (-0.43%)
Experiment our closing price forecasting tool for Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) (alpha release)

  

Fund ManagerFund Manager - Evan S. Bauman

Fund Manager Tenure: 0.9 years   [Similar Funds: SAGBX  SAGCX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Evan Bauman, Portfolio Manager and Managing Director of ClearBridge, joined ClearBridge in 2005 in connection with the Legg Mason/Citigroup transaction. Previously, Mr. Evan S. Bauman was a director of CGM and served as a Portfolio Manager of Smith Barney Asset Management. Evan S. Bauman joined CGM’s predecessor in 1996.  Get more insights on Evan S. Bauman

  

What we like about Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) What we like about Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX)

Data for Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) as of February 28, 2010

  • Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) has good short-term performance (1-year return 60.60% vs 51.46 % Large Growth category average)
  • Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) has good mid-term performance (3-year return -5.61% vs -3.50 % Large Growth category average)
  • Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) ratio of up-years vs down years is greater than 2
  • Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) has an annual stock turnover rate of 4.00% vs Large Growth average of 109.62%. It is good that Legg Mason ClearBridge Aggressive Gr I management does not trade extensively for its return.
  • Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) has a lower management fee than its Large Growth average: 0.88% vs 1.33%
  • Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) What we are cautious about Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX)

Data for Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) as of February 28, 2010

  • Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) management has been with Legg Mason ClearBridge Aggressive Gr I Fund for only 0.9 years, it is hard to judge manager's ability based on this fund's operation record
  • Legg Mason ClearBridge Aggressive Gr I Fund is a focused fund with 57.62% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) has a less-than-ideal Long-term performance (5-year return 0.58% vs 1.34 % Large Growth category average)
  • Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) has a Morningstar rating of 3 and below
  • Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) does not have a good risk adjusted return as its 3-year Alpha of 1.14 is worse than category average of 2.56, and its 3-year Sharpe ratio is -0.21
  • Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.07 that is higher than category average of 21.35
See Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) performance details as of February 28, 2010

  

  

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Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) Net Asset

Track net asset change of Legg Mason ClearBridge Aggressive Gr I fund (SAGYX)

DateNet Asset
02/2010$4.90B
01/2010$455.28M
11/2009$442.35M
More historic net asset information on Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX)

  

Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) Portfolio Allocation

Track portfolio allocation change of Legg Mason ClearBridge Aggressive Gr I fund (SAGYX)

DateCashStockBondOther
09/20090.07%99.93%0%0%
06/20090.01%99.99%0%0%
03/20090.15%99.85%0%0%
Click here to see more historic asset allocation information on Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX)

  

Most Recent Top 10 Holdings in Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX)

Discover what Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX) manager is buying

30-Sep-09
ANADARKO PETROLEUM [9.98%]
WEATHERFORD INTL LTD [7.69%]
Amgen Inc. [7.11%]
Biogen Idec Inc [6.75%]
UNITEDHEALTH GROUP [6.27%]
Genzyme Corporation [6.23%]
Comcast Corporation [4.51%]
FOREST LABS CL A [4.21%]
CABLEVISION SYSTEM [4.12%]
L-3 COMM HLDGS INC [3.37%]

30-Jun-09
ANADARKO PETROLEUM [8.91%]
WEATHERFORD INTL LTD [8.46%]
Amgen Inc. [7.34%]
UNITEDHEALTH GROUP [7.3%]
Genzyme Corporation [7.08%]
Biogen Idec Inc [6.98%]
Comcast Corporation [4.58%]
FOREST LABS CL A [4.16%]
CABLEVISION SYSTEM [3.9%]
L-3 COMM HLDGS INC [3.45%]

31-Mar-09
Anadarko Petroleum Corp [9.73%]
Biogen Idec Inc [9.37%]
Genzyme Corporation [8.61%]
Amgen Inc. [7.83%]
UnitedHealth Group Inc [7.08%]
Weatherford International, Ltd. [5.57%]
Comcast Corporation [4.76%]
Forest Laboratories, Inc. [4.14%]
L-3 Communications Holdings, In [3.99%]
Cablevision Systems Corp. [2.97%]
Click here for Stock Holding Change Map in Legg Mason ClearBridge Aggressive Gr I Fund (SAGYX)

  

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