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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1224 | 1021 | 1224 | 1278 | 1808 | 3036 |
Fund Return | 22.45% | 2.07% | 22.45% | 8.52% | 12.58% | 11.75% |
Place in category | 757 | 674 | 757 | 436 | 743 | 449 |
% in Category | 52 | 47 | 52 | 32 | 63 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Dividend Strategy A | 5.39B | 16.67 | 6.82 | 10.41 | ||
ClearBridge Large Cap Growth I | 4.35B | 28.02 | 7.69 | 14.52 | ||
ClearBridge Aggressive Growth A | 4.06B | 12.14 | 1.08 | 5.79 | ||
ClearBridge Large Cap Growth A | 3.97B | 27.65 | 7.36 | 14.18 | ||
ClearBridge Value A | 3.41B | 15.15 | 8.77 | 9.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.94 | 415.06 | +0.02% | |
Apple | US0378331005 | 6.19 | 236.00 | -0.67% | |
NVIDIA | US67066G1040 | 4.50 | 120.07 | -3.67% | |
Amazon.com | US0231351067 | 4.50 | 237.68 | +1.30% | |
Berkshire Hathaway A | US0846701086 | 3.19 | 702,614 | -0.91% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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