ClearBridge Aggressive Growth Fund

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 its net assets (at the time of investment) in foreign securities.

ClearBridge Aggressive Growth Fund trades as SHRAX on NASDAQ. The company is classified in Financial Services / Asset Management and reports in USD.

The current profile places the business in Asset Management. This section is intended to summarize the operating segments, products, geographies, and main revenue lines from official filings.

Detailed operating-segment data is not available for this symbol yet.

Use this area for management strategy, capital allocation priorities, target markets, and measurable goals from the latest annual report or investor presentation.

The app now provides the structure, but exact strategic claims should come from official company documents before being treated as a finished investment thesis.

ClearBridge Aggressive Growth Fund can be compared against peers such as Cohen & Steers Realty Shares Fund, Carillon Eagle Mid Cap Growth Fund, The Hartford MidCap Fund, Carillon Eagle Mid Cap Growth Fund, T. Rowe Price Diversified Mid Cap Growth Fund, T. Rowe Price New Era Fund.

A complete thesis should compare growth, margins, balance-sheet risk, valuation multiples, and market position against direct competitors.

Current signals to investigate include market capitalization of $4.10B, beta of 1.02, and return on equity of N/A.

This section should be validated with evidence such as durable margins, brand strength, regulation, switching costs, cost advantage, distribution, or technology.

Key risks should include financial leverage, cyclicality, customer concentration, regulatory exposure, currency risk, and execution risk.

SHRAX currently shows total debt of N/A and beta of 1.02. Missing data should be treated as a research gap, not as low risk.

Production-capacity detail is not available as structured data yet. For industrial, defense, semiconductor, or real-estate companies, this should be reviewed from annual reports and investor presentations.

No structured backlog field is available yet. If the company reports backlog, review the relevant filing section before adding it to the thesis.

Use this section for major contracts, product launches, construction projects, acquisitions, or strategic programs that can materially affect valuation.

Recent filings to review: 497J (2026-06-04 00:00:00), 497K (2026-06-01 00:00:00), 497K (2026-06-01 00:00:00), 497K (2026-06-01 00:00:00).

Customer concentration is not available as structured data here. Add it from official filings when a company discloses material customers or revenue concentration.

Supplier concentration and critical supply-chain dependencies are not available as structured data here. This should be researched from annual reports and risk disclosures.

Company website: https://www.franklintempleton.com/investments/options/mutual-funds/products/90012/AA2/clearbridge-growth-fund/SHRAX

For US-listed stocks, verify the thesis against official filings, earnings call transcripts, and company investor relations materials.