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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1259 | 1058 | 1293 | 1374 | 1911 | 3116 |
Fund Return | 25.87% | 5.84% | 29.32% | 11.18% | 13.83% | 12.04% |
Place in category | 780 | 1037 | 981 | 429 | 762 | 440 |
% in Category | 57 | 74 | 70 | 33 | 65 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Dividend Strategy A | 5.26B | 21.61 | 10.54 | 10.86 | ||
ClearBridge Large Cap Growth I | 4.23B | 30.58 | 8.92 | 14.74 | ||
ClearBridge Aggressive Growth A | 3.93B | 16.56 | 3.61 | 6.19 | ||
ClearBridge Large Cap Growth A | 3.84B | 30.23 | 8.59 | 14.40 | ||
ClearBridge Value A | 3.3B | 23.79 | 13.51 | 10.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.20 | 421.50 | -0.78% | |
Apple | US0378331005 | 5.98 | 250.42 | -0.71% | |
NVIDIA | US67066G1040 | 4.12 | 134.29 | -2.33% | |
Amazon.com | US0231351067 | 3.87 | 219.39 | -0.86% | |
Berkshire Hathaway A | US0846701086 | 3.27 | 680,920 | +0.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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