SHRAX (LM CBA AGGRESSIVE GR;A)
Net Asset Value: 122.27 1-Day Return: 0.32 (0.26%) YTD Return as of 2/9/12:Up 11.31%

Classification: Multi-Cap Growth   Objective: Capital Apprec   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 11.31 7.37 21.75 1.37 4.04
Classification 10.73 1.94 20.57 2.72 5.05
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)4116386568

Fund Stats

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Investment Objective:Capital Apprec
Net Assets ($Mil)2,878.60
Inception Date:10/24/83
Manager Name, TenureFreeman/Bauman, 1983 / 2004
Expense Ratio: 1.28%
Sales Charge:
Load Type:
  
Front-End Load
5.75%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Biogen Idec Inc Ord BIIB 10.60
Unitedhealth Group Inc Ord UNH 9.17
Anadarko Petroleum Corp Ord APC 7.58
Amgen Inc Ord AMGN 5.53
Comcast Corp Ord CMCSK 5.04
Weatherford International Ltd Ord WFT 4.26
Forest Laboratories Inc Ord FRX 4.05
Core Laboratories Nv Ord CLB 3.41
Sandisk Corp Ord SNDK 2.78
Broadcom Corp Ord BRCM 2.64
% of Total Holdings 55.06

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