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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1121 | 1001 | 1321 | 1239 | 2001 | 3668 |
Fund Return | 12.07% | 0.12% | 32.1% | 7.4% | 14.88% | 13.88% |
Place in category | 639 | 965 | 577 | 480 | 640 | 305 |
% in Category | 52 | 81 | 47 | 47 | 62 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.95B | 11.49 | 8.80 | 11.49 | ||
ClearBridge Dividend Strategy A | 4.93B | 6.27 | 7.57 | 10.16 | ||
ClearBridge Large Cap Growth I | 4.11B | 12.21 | 7.72 | 14.22 | ||
ClearBridge Aggressive Growth A | 3.94B | -1.54 | -3.30 | 5.44 | ||
ClearBridge International Growth Fi | 3.45B | 2.35 | -1.62 | 7.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.67B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
JPMorgan Large Cap Growth R6 | 58.9B | 16.65 | 10.03 | 17.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 9.16 | - | - | |
Microsoft Corp | - | 8.31 | - | - | |
Amazon.com Inc | - | 8.01 | - | - | |
Meta Platforms Inc Class A | - | 6.01 | - | - | |
Visa Inc Class A | - | 4.54 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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