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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 1086 | 1160 | 1003 | 1326 | 1976 |
Fund Return | 5.96% | 8.58% | 15.98% | 0.12% | 5.8% | 7.05% |
Place in category | 559 | 339 | 574 | 541 | 528 | 335 |
% in Category | 92 | 59 | 95 | 95 | 96 | 87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.51B | 25.87 | 11.18 | 12.04 | ||
ClearBridge Dividend Strategy A | 5.39B | 21.61 | 10.54 | 10.86 | ||
ClearBridge Large Cap Growth I | 4.38B | 30.58 | 8.92 | 14.74 | ||
ClearBridge Aggressive Growth A | 4.17B | 16.56 | 3.61 | 6.19 | ||
ClearBridge Large Cap Growth A | 3.97B | 30.23 | 8.59 | 14.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 61.56B | 23.28 | 7.50 | 10.06 | ||
Fidelity Small Cap Index Instl Pre | 29.53B | 21.69 | 5.11 | 9.20 | ||
Vanguard Small Cap Index I | 24.71B | 23.28 | 7.51 | 10.07 | ||
DFA US Small Cap I | 17.08B | 20.81 | 8.80 | 9.91 | ||
Vanguard Small Cap Index InstlPlus | 13.1B | 23.30 | 7.52 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meritage | US59001A1025 | 2.19 | 163.80 | -1.52% | |
Murphy USA Inc | US6267551025 | 2.17 | 539.71 | -1.40% | |
Wintrust | US97650W1080 | 1.78 | 130.25 | -1.06% | |
Corcept | US2183521028 | 1.76 | 55.14 | -0.52% | |
Tecnoglass | KYG872641009 | 1.72 | 81.24 | -3.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Buy |
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