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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 992 | 992 | 1035 | 1266 | 2615 | 2489 |
Fund Return | -0.84% | -0.84% | 3.49% | 8.18% | 21.2% | 9.55% |
Place in category | 1031 | 1031 | 953 | 262 | 36 | 223 |
% in Category | 84 | 84 | 82 | 29 | 4 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.77B | -3.17 | 8.87 | 11.31 | ||
ClearBridge Dividend Strategy A | 5.08B | 1.13 | 7.71 | 10.66 | ||
ClearBridge Large Cap Growth I | 3.73B | -7.51 | 9.35 | 13.27 | ||
ClearBridge Large Cap Growth A | 3.41B | -7.57 | 9.02 | 12.94 | ||
ClearBridge Aggressive Growth A | 3.42B | -7.73 | 1.45 | 4.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 3.54 | 8.56 | 11.37 | ||
Vanguard Equity-Income Adm | 54.22B | 2.77 | 8.04 | 10.37 | ||
Vanguard Windsor II Admiral | 48.93B | -0.66 | 7.46 | 10.37 | ||
American Funds American Mutual A | 38.74B | 2.42 | 7.14 | 9.61 | ||
Vanguard Value Index Adm | 38.93B | 2.62 | 8.03 | 10.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 3.21 | 37.99 | +3.60% | |
J&J | US4781601046 | 3.01 | 153.64 | -0.47% | |
Gilead | US3755581036 | 2.82 | 105.67 | -0.78% | |
UnitedHealth | US91324P1021 | 2.47 | 583.59 | -0.59% | |
Corebridge Financial | US21871X1090 | 2.46 | 27.81 | +1.72% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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