ClearBridge Aggressive Growth Portfolio
Data updated: 2026-08-27
C000030554 — ClearBridge Aggressive Growth Portfolio. United States Large Cap Growth Equity · $2.90B AUM. Holdings, fees, performance and SEC filings.
C000030554 Fund Overview
ClearBridge Aggressive Growth Portfolio is a US mutual fund managed by Brighthouse Funds Trust I, categorised as United States Large Cap Growth Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Brighthouse Funds Trust I
- Category: United States Large Cap Growth Equity
- Assets under management: $2.90B
- 1-year return: 0.9%
- SEC CIK: 0001126087
- SEC series ID: S000011083
- Share class ID: C000030554
C000030554 Investment Objective and Strategy
ClearBridge Aggressive Growth Portfolio describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Brighthouse Funds Trust I.
Investment objective
Long-term growth of capital.
Principal investment strategy
Under normal market conditions, the Portfolio will invest primarily in equity securities, including common stocks, and depositary receipts. The Portfolio focuses on stocks of large capitalization companies, but the Portfolio may invest in companies of any size. The Portfolio normally invests across a wide range of sectors and industries. The Portfolio may, from time to time, emphasize one or more sectors. The Portfolios subadviser, Loomis, Sayles & Company, L.P. (Loomis Sayles or the Subadviser), employs a growth style of equity management, which means that the Portfolio seeks to invest in companies with sustainable competitive advantages versus peers, long-term structural growth drivers with the potential to lead to above-average future cash flow growth, attractive cash flow returns on invested capital, and management teams focused on creating long-term value for shareholders.
The Subadviser also aims to invest in companies when they trade at a significant discount to the Subadvisers estimate of intrinsic value (i.e. companies with share prices trading significantly below what the portfolio manager believes the share price should be). The Portfolio will consider selling a portfolio investment when the Subadviser believes an unfavorable structural change has occurred or is likely to occur within a given business or the markets in which it operates, when a critical underlying investment assumption is flawed, when a more attractive reward-to-risk opportunity becomes available, when the Subadviser believes the current price fully reflects intrinsic value, or for other investment reasons the Subadviser deems appropriate. The Portfolio may also invest up to 20% of its assets in foreign securities, including depositary receipts and emerging market securities.
The Subadviser uses a proprietary definition to determine whether a security is classified as U.S. or non-U.S. In determining the location of an issuer for these purposes, or where the issuers principal activities are based, the Subadviser will consider a variety of factors (collectively designed to assess whether an issuer is economically tied to a particular country or region), including but not limited to: the markets in which the issuers securities are primarily traded; the location of the issuers headquarters, principal offices, or operations; the country where the issuer is organized; the percentage of the issuers revenues or profits derived from goods produced or sold, investments made, or services performed in the relevant country; and information provided by third-party data analytics service providers.
No single factor will necessarily be determinative, nor must all factors be present for the Subadviser to assess an issuers location. The Subadviser may assign different weights to these factors based on different geographic policies, countries, or products.
C000030554 Holdings
Top 10 holdings of ClearBridge Aggressive Growth Portfolio by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| NVIDIA Corp | 12.64% |
| Alphabet Inc | 10.61% |
| Tesla Inc | 8.43% |
| Meta Platforms Inc | 6.41% |
| Amazon.com Inc | 5.99% |
| Visa Inc | 4.91% |
| Boeing Co/The | 4.80% |
| Microsoft Corp | 4.51% |
| Netflix Inc | 4.23% |
| Monster Beverage Corp | 3.73% |
C000030554 Portfolio Allocation
Asset-class allocation of ClearBridge Aggressive Growth Portfolio by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 98.9% |
| Cash & Equivalents | 2.7% |
C000030554 Performance
Total returns for C000030554 (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -5.6% |
| 1 year | 0.9% |
| 3 years (annualised) | 17.0% |
| 5 years (annualised) | 10.7% |
C000030554 Risk Information
Risk metrics for C000030554, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 16.6%
C000030554 Costs and Fees
C000030554 costs about $70 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.70%
- Gross expense ratio: 0.73%
- Portfolio turnover: 2%
- Brokerage commissions: 0.44 bps of average net assets (SEC N-CEN)
C000030554 Cashflows
Over the 12 months to 2026-06, ClearBridge Aggressive Growth Portfolio had net outflows of $119.52M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-06 | $229.49M |
| 2026-05 | −$34.67M |
| 2026-04 | $43.82M |
| 2026-03 | −$16.80M |
| 2026-02 | −$10.83M |
| 2026-01 | −$22.27M |
C000030554 Debt Constituents
No individual debt constituents are reported in ClearBridge Aggressive Growth Portfolio's latest SEC N-PORT filing.
C000030554 Prospectus and SEC Filings
Official ClearBridge Aggressive Growth Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-04-24
- Prospectus (485BPOS) — filed 2025-04-25
- Prospectus (485BPOS) — filed 2024-04-25
- Portfolio holdings (N-PORT) — filed 2026-08-27
- Portfolio holdings (N-PORT) — filed 2026-05-28
- Portfolio holdings (N-PORT) — filed 2026-02-27
- Annual census (N-CEN) — filed 2026-03-11
- Annual census (N-CEN) — filed 2025-03-14
Related Funds
Other United States Large Cap Growth Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.