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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 928 | 1075 | 968 | 1258 | 1962 |
Fund Return | 7.49% | -7.25% | 7.49% | -1.07% | 4.7% | 6.97% |
Place in category | 112 | 184 | 112 | 86 | 111 | 39 |
% in Category | 30 | 49 | 30 | 27 | 41 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.43B | 22.45 | 8.52 | 11.75 | ||
ClearBridge Dividend Strategy A | 5.35B | 16.67 | 6.82 | 10.41 | ||
ClearBridge Large Cap Growth I | 4.27B | 28.02 | 7.69 | 14.52 | ||
ClearBridge Aggressive Growth A | 4.02B | 12.14 | 1.08 | 5.79 | ||
ClearBridge Large Cap Growth A | 3.9B | 27.65 | 7.36 | 14.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Europacific Growth R | 63.09B | 5.04 | -1.97 | 5.66 | ||
Vanguard International Growth Adm | 35.84B | 9.48 | -4.54 | 8.68 | ||
American Funds Europacific Growth A | 19.06B | 4.66 | -2.34 | 5.29 | ||
American Funds Europacific Growth F | 18.8B | 4.94 | -2.08 | 5.55 | ||
WCM Focused International Growth I | 17B | 6.95 | -3.94 | 9.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 4.56 | 564.7 | -1.89% | |
Inditex | ES0148396007 | 4.01 | 49.140 | -0.49% | |
SAP | DE0007164600 | 3.62 | 255.500 | -0.53% | |
ASML Holding | NL0010273215 | 3.55 | 737.20 | -0.26% | |
London Stock Exchange | GB00B0SWJX34 | 3.47 | 11,750.0 | -0.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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