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Shrax capital gain

Webdividend and capital gain distributions. Refer to blackrock.com for current month-end performance. Index performance is shown for illustrative purposes only. It is not possible to invest directly in an unmanaged index. Returns with sales charge reflect the deduction of current maximum initial sales charge of 5.25%.The calendar year performance ... WebThe Fund 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... ClearBridge Aggressive Growth Fund;A mutual fund holdings by MarketWatch. … Download ClearBridge Aggressive Growth Fund;A stock data: historical SHRAX …

Chart for Clearbridge Aggressive Growth Fund Class A SHRAX

WebCapital Gains History Date Per Share Amount Reinvestment Price 12/13/22 $15.06842 $102.06 12/03/21 $38.78445 $141.05 12/04/20 $32.01765 $169.37 12/05/19 $21.42755 … WebNov 4, 2024 · More SHRAX Holdings Current Portfolio Date Dec 31, 2024 Equity Holdings 40 Bond Holdings 0 Other Holdings 2 % Assets in Top 10 Holdings 59.5 Top 10 Holdings % … simplifying terms calculator https://jshefferlaw.com

ClearBridge Small Cap Growth Strategy Q1 2024 Portfolio …

WebApr 4, 2024 · A capital gain rate of 15% applies if your taxable income is more than $41,675 but less than or equal to $459,750 for single; more than $83,350 but less than or equal to $517,200 for married filing jointly or qualifying surviving spouse; more than $55,800 but less than or equal to $488,500 for head of household or more than $41,675 but less than … WebSep 30, 2024 · Capital Gain Per Share PRIMECAP Odyssey Stock Fund $ 0.05 $ 3.20 PRIMECAP Odyssey Growth Fund $ 0.15 $ 5.35 PRIMECAP Odyssey Aggressive Growth Fund $ -- $ 5.15 The amounts listed above are estimates. The per share capital gains for each of the Funds are subject to fluctuations based on additional realized gains and … WebFeb 28, 2024 · Growth funds are typically focused on generating capital gains rather than income. Asset Allocation 3 AS OF 12/31/2024; Morningstar Category: Large Blend 0 SHRAX 100% Fund Category Average Others 0.00% 1.09% Domestic Bond 0.00% 0.84% Preferred Stock 0.00% 0.01% Foreign Bond 0.00% 0.00% Cash 0.25% 0.45% Foreign Stock 3.71% … simplifying text tool

ClearBridge Aggressive Growth Fund Class A (SHRAX)

Category:Is ClearBridge Aggressive Growth A (SHRAX) a Strong Mutual ... - Nasdaq

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Shrax capital gain

SHRAX Summary

WebFeb 28, 2024 · The investment seeks capital appreciation. The fund invests primarily in common stocks of companies the portfolio managers believe are experiencing, or will …

Shrax capital gain

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Web102 rows · ClearBridge Aggressive Growth Fund (SHRAX) Stock Historical Prices & Data - Yahoo Finance U.S. markets closed ClearBridge Aggressive Growth Fund (SHRAX) … WebInvestment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current performance may be higher or …

WebThe Fund seeks capital appreciation by investing primarily in common stocks of companies the Fund's Investment Adviser believes are experiencing, or have the potential to … WebApr 7, 2024 · The fund invests a significant portion of its assets in small and medium-sized companies. The fund generally pays dividends and makes capital gain distributions, if …

WebMar 31, 2024 · The investment seeks capital appreciation. Strategy The fund invests primarily in common stocks of companies the portfolio managers believe are … WebThe Russell 3000 ® Growth Index is a market capitalization-weighted index of growth-oriented stocks of U.S. companies. The index is calculated on a total return basis with dividends reinvested. The index is unmanaged, its returns do not reflect any fees, expenses, or sales charges, and is not available for direct investment. Risk Statistics 3

WebClearBridge Aggressive Growth Fund;A historical charts and prices, financials, and today’s real-time SHRAX stock price.

WebMar 31, 2024 · The fund is ranked based on total return. Each fund is ranked within a universe of funds with similar investment objectives. Rankings include the reinvestment of dividends and capital gains but exclude the effect of a fund's sales load, if applicable. Lipper Inc. is a nationally recognized organization that ranks the performance of mutual funds. simplifying testWebOct 27, 2024 · This fund is currently holding about 80.32% stock in stocks, with an average market capitalization of $94.92 billion. The fund has the heaviest exposure to the following market sectors: Technology... raymond wong - nusWebSHRAX:US NASDAQ GM ClearBridge Aggressive Growth Fund 101.7000 USD -0.1300 -0.13% Add To Watchlist Market Closed As of 03/01/2024 EDT simplifying square root equations calculatorWebBarron's is a leading source of financial news, providing in-depth analysis and commentary on stocks, investments and how markets are moving across the world. simplifying terms corbettmathsWebAug 31, 2024 · YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. simplifying termsWebNov 4, 2024 · SHRAX – Performance – ClearBridge Aggressive Growth A Morningstar ClearBridge Aggressive Growth A SHRAX Performance Morningstar Analyst Rating … simplifying terms worksheet tesWebJan 20, 2024 · 1 Some funds may pay a year-end distribution of short-term capital gains, which are taxed as ordinary income. You could lose money by investing in American … simplifying terms worksheet