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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1233 | 1048 | 1431 | 1220 | 2056 | 3858 |
Fund Return | 23.33% | 4.79% | 43.12% | 6.84% | 15.51% | 14.45% |
Place in category | 441 | 394 | 528 | 309 | 554 | 237 |
% in Category | 40 | 32 | 45 | 34 | 55 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.5B | 18.79 | 8.30 | 11.68 | ||
ClearBridge Dividend Strategy A | 5.45B | 15.77 | 7.74 | 10.57 | ||
ClearBridge Aggressive Growth A | 4.18B | 8.61 | -0.42 | 5.56 | ||
ClearBridge Large Cap Growth A | 3.97B | 23.03 | 6.52 | 14.11 | ||
ClearBridge Value A | 3.53B | 16.07 | 9.49 | 9.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.87B | 22.40 | 4.47 | 13.21 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Vanguard Growth Index Adm | 84.02B | 23.69 | 7.47 | 15.16 | ||
JPMorgan Large Cap Growth R6 | 67.26B | 26.92 | 9.12 | 17.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.28 | 146.27 | -1.36% | |
Amazon.com | US0231351067 | 7.79 | 214.10 | +2.48% | |
Microsoft | US5949181045 | 7.54 | 425.20 | +0.51% | |
Meta Platforms | US30303M1027 | 6.13 | 580.00 | -0.82% | |
Apple | US0378331005 | 4.91 | 225.12 | +0.40% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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