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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1013 | 1037 | 952 | 1331 | 2018 |
Fund Return | 2.35% | 1.28% | 3.66% | -1.62% | 5.89% | 7.27% |
Place in category | 182 | 300 | 294 | 151 | 121 | 23 |
% in Category | 46 | 70 | 75 | 47 | 46 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.91B | 6.46 | 7.50 | 11.19 | ||
ClearBridge Dividend Strategy A | 4.99B | 3.06 | 7.05 | 10.00 | ||
ClearBridge Large Cap Growth I | 4.04B | 6.83 | 5.79 | 13.99 | ||
ClearBridge Aggressive Growth A | 3.99B | -1.54 | -3.30 | 5.44 | ||
ClearBridge Large Cap Growth A | 3.45B | 6.72 | 5.48 | 13.65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Europacific Growth R | 68.86B | 4.55 | -2.23 | 5.31 | ||
Vanguard International Growth Adm | 36.06B | 2.09 | -7.96 | 7.35 | ||
American Funds Europacific Growth F | 21.8B | 4.53 | -2.34 | 5.20 | ||
American Funds Europacific Growth A | 21.19B | 4.44 | -2.59 | 4.94 | ||
WCM Focused International Growth I | 18.34B | 5.18 | -1.20 | 8.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 5.32 | 903.3 | -1.05% | |
ASML Holding | NL0010273215 | 4.67 | 853.00 | -0.71% | |
Inditex | ES0148396007 | 3.57 | 43.150 | -0.35% | |
SAP | DE0007164600 | 3.38 | 177.020 | +0.16% | |
Canadian Pacific Kansas City Ltd | - | 3.22 | - | - |
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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