ClearBridge Aggressive Growth Fund (SHRAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SHRAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SHRAX
SHRAX charges 1.11% annually. There are 340 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SHRAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SHRAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SHRAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SHRAX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | SHRAX vs SSSYX |
Best Risk-Adjusted Alternatives to SHRAX
SHRAX has a PortfoliosLab risk / return rank of 8. There are 381 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | SHRAX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | SHRAX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | SHRAX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | SHRAX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | SHRAX vs VPMAX |
Top Performing SHRAX Alternatives (YTD)
SHRAX is at 2.37% YTD. There are 375 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | SHRAX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | SHRAX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | SHRAX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | SHRAX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | SHRAX vs VPMAX |
Lowest Volatility Alternatives to SHRAX
SHRAX has 17.52% 1-year volatility. There are 386 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | SHRAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | SHRAX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | SHRAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | SHRAX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | SHRAX vs JEPIX |
Lowest Drawdown Alternatives to SHRAX
SHRAX has a 1-year max drawdown of -14.59%. There are 385 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | SHRAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SHRAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SHRAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SHRAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SHRAX vs QUERX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 14 | 6.87% | — | Jan 1968 | SHRAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 29 | -12.09% | — | May 1969 | SHRAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 83 | 5.21% | — | — | SHRAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 22 | 5.79% | — | Apr 1948 | SHRAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 39 | 22.38% | — | Jun 2011 | SHRAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 30 | 6.47% | — | Jan 1987 | SHRAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | 3.38% | — | Aug 1997 | SHRAX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 87 | 5.36% | — | Aug 1997 | SHRAX vs FRIAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 41 | 13.70% | — | Oct 1990 | SHRAX vs TFEQX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 31 | 5.93% | — | Mar 1970 | SHRAX vs SHAPX |
Often Compared With SHRAX
Investors most often compare SHRAX with FXAIX, ACSTX, VOO. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare SHRAX with Any Fund or Stock
Compare SHRAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SHRAX with funds that move differently
ClearBridge Aggressive Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SHRAX.
Explore SHRAX Diversifiers