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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 968 | 968 | 1067 | 1291 | 2183 | 2919 |
Fund Return | -3.17% | -3.17% | 6.65% | 8.87% | 16.9% | 11.31% |
Place in category | 425 | 425 | 623 | 380 | 750 | 410 |
% in Category | 31 | 31 | 47 | 29 | 65 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Dividend Strategy A | 5.12B | 1.13 | 7.71 | 10.66 | ||
ClearBridge Large Cap Growth I | 3.74B | -7.51 | 9.35 | 13.27 | ||
ClearBridge Large Cap Growth A | 3.42B | -7.57 | 9.02 | 12.94 | ||
ClearBridge Aggressive Growth A | 3.43B | -7.73 | 1.45 | 4.64 | ||
ClearBridge Value A | 3B | -0.84 | 8.18 | 9.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | -4.82 | 8.12 | - | ||
Fidelity 500 Index Institutional Pr | 597.55B | -4.28 | 9.05 | 12.49 | ||
Vanguard 500 Index Admiral | 568.34B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 407.95B | -4.83 | 8.10 | 11.74 | ||
Vanguard 500 Index Institutional Se | 207.17B | -4.28 | 9.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.48 | 371.30 | -3.74% | |
Apple | US0378331005 | 5.69 | 194.44 | -3.81% | |
Amazon.com | US0231351067 | 4.26 | 174.92 | -2.60% | |
NVIDIA | US67066G1040 | 3.70 | 104.07 | -7.25% | |
Berkshire Hathaway A | US0846701086 | 3.29 | 774,988 | -2.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Sell | Strong Sell | Neutral |
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