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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1167 | 1006 | 1167 | 1219 | 1659 | 2692 |
Fund Return | 16.67% | 0.62% | 16.67% | 6.82% | 10.66% | 10.41% |
Place in category | 281 | 114 | 281 | 420 | 228 | 68 |
% in Category | 28 | 12 | 28 | 40 | 25 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.51B | 22.45 | 8.52 | 11.75 | ||
ClearBridge Large Cap Growth I | 4.38B | 28.02 | 7.69 | 14.52 | ||
ClearBridge Aggressive Growth A | 4.08B | 12.14 | 1.08 | 5.79 | ||
ClearBridge Large Cap Growth A | 4B | 27.65 | 7.36 | 14.18 | ||
ClearBridge Value A | 3.4B | 15.15 | 8.77 | 9.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.85B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.90 | 442.33 | -1.09% | |
Broadcom | US11135F1012 | 3.73 | 206.35 | -0.49% | |
JPMorgan | US46625H1005 | 3.70 | 266.58 | -0.21% | |
Sempra Energy | US8168511090 | 3.47 | 81.98 | +0.28% | |
Enbridge | CA29250N1050 | 3.16 | 44.26 | -0.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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