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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1306 | 1073 | 1358 | 1292 | 2088 | 3956 |
Fund Return | 30.58% | 7.33% | 35.77% | 8.92% | 15.87% | 14.74% |
Place in category | 556 | 729 | 627 | 351 | 564 | 260 |
% in Category | 52 | 66 | 58 | 40 | 60 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.32B | 25.87 | 11.18 | 12.04 | ||
ClearBridge Dividend Strategy A | 5.26B | 21.61 | 10.54 | 10.86 | ||
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% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 150.92B | 30.62 | 7.78 | 13.76 | ||
Fidelity Contrafund | 128.94B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 128.94B | 37.40 | 11.71 | 15.44 | ||
Vanguard Growth Index Adm | 89.13B | 32.05 | 9.66 | 15.58 | ||
JPMorgan Large Cap Growth R6 | 67.65B | 34.70 | 11.07 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.28 | 134.29 | -2.33% | |
Amazon.com | US0231351067 | 7.79 | 219.39 | -0.86% | |
Microsoft | US5949181045 | 7.54 | 421.50 | -0.78% | |
Meta Platforms | US30303M1027 | 6.13 | 585.51 | -0.97% | |
Apple | US0378331005 | 4.91 | 250.42 | -0.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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