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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 985 | 972 | 1150 | 904 | 1251 | 1699 |
Fund Return | -1.54% | -2.82% | 14.98% | -3.3% | 4.57% | 5.44% |
Place in category | 1462 | 1472 | 1194 | 1288 | 1176 | 882 |
% in Category | 100 | 100 | 83 | 100 | 100 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.93B | 11.49 | 8.80 | 11.49 | ||
ClearBridge Dividend Strategy A | 4.91B | 6.27 | 7.57 | 10.16 | ||
ClearBridge Large Cap Growth I | 4.09B | 12.21 | 7.72 | 14.22 | ||
ClearBridge International Growth Fi | 3.46B | 2.35 | -1.62 | 7.27 | ||
ClearBridge Large Cap Growth A | 3.51B | 12.07 | 7.40 | 13.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vertex Pharmaceuticals Inc | - | 7.40 | - | - | |
Broadcom Inc | - | 7.19 | - | - | |
CrowdStrike Holdings Inc Class A | - | 6.62 | - | - | |
Autodesk Inc | - | 6.09 | - | - | |
UnitedHealth Group Inc | - | 5.70 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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