ClearBridge Growth Fund Class C (SAGCX)
| Fund Assets | 10.60B |
| Expense Ratio | 1.85% |
| Min. Investment | $1,000 |
| Turnover | n/a |
| Dividend (ttm) | 19.98 |
| Dividend Yield | 56.56% |
| Dividend Growth | 40.34% |
| Payout Frequency | Annual |
| Ex-Dividend Date | n/a |
| Previous Close | 35.33 |
| YTD Return | 7.03% |
| 1-Year Return | 13.54% |
| 5-Year Return | 46.89% |
| 52-Week Low | 27.17 |
| 52-Week High | 54.83 |
| Beta (5Y) | n/a |
| Holdings | 54 |
| Inception Date | May 13, 1993 |
About SAGCX
The Fund's investment strategy focuses on Capital Apprec with 1.82% total expense ratio. The minimum amount to invest in Legg Mason Partners Equity Trust: ClearBridge Aggressive Growth Fund; Class C Shares is $1,000 on a standard taxable account. Legg Mason Partners Equity Trust: ClearBridge Aggressive Growth Fund; Class C Shares seeks capital appreciation by investing primarily in common stocks of companies the Fund's Investment Adviser believes are experiencing, or have the potential to experience, growth in earnings that exceed the average earnings growth rate of companies whose securities are included in the S&P 500.
Performance
SAGCX had a total return of 13.54% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.98%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FAOFX | Fidelity | Fidelity Advisor Series Growth Opportunities Fund | 0.01% |
| FCGSX | Fidelity | Fidelity Series Growth Company Fund | 0.57% |
| FDGRX | Fidelity | Fidelity Growth Company Fund | 0.52% |
| FGCKX | Fidelity | Fidelity Growth Company Fund - Class K | 0.45% |
| FGKFX | Fidelity | Fidelity Growth Company K6 Fund | 0.45% |
Top 10 Holdings
42.51% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 6.34% |
| Vertex Pharmaceuticals Incorporated | VRTX | 5.17% |
| TE Connectivity plc | TEL | 4.84% |
| Autodesk, Inc. | ADSK | 4.46% |
| CrowdStrike Holdings, Inc. | CRWD | 4.28% |
| HubSpot, Inc. | HUBS | 3.87% |
| The TJX Companies, Inc. | TJX | 3.48% |
| Johnson Controls International plc | JCI | 3.42% |
| L3Harris Technologies, Inc. | LHX | 3.33% |
| Palantir Technologies Inc. | PLTR | 3.30% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 12, 2024 | $19.98441 | Dec 12, 2024 |
| Dec 13, 2023 | $14.24018 | Dec 13, 2023 |
| Dec 13, 2022 | $15.06842 | Dec 13, 2022 |
| Dec 3, 2021 | $38.78445 | Dec 3, 2021 |
| Dec 4, 2020 | $32.01765 | Dec 4, 2020 |
| Dec 5, 2019 | $21.42755 | Dec 6, 2019 |