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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1033 | 1213 | 1364 | 1976 | 2742 |
Fund Return | 4.1% | 3.28% | 21.29% | 10.91% | 14.59% | 10.61% |
Place in category | 698 | 626 | 262 | 100 | 30 | 136 |
% in Category | 51 | 52 | 23 | 11 | 4 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.5B | 22.45 | 8.52 | 11.75 | ||
ClearBridge Dividend Strategy A | 5.36B | 16.67 | 6.82 | 10.41 | ||
ClearBridge Large Cap Growth I | 4.37B | 3.23 | 12.40 | 15.15 | ||
ClearBridge Aggressive Growth A | 4.13B | 4.95 | 5.71 | 6.56 | ||
ClearBridge Large Cap Growth A | 3.95B | 27.65 | 7.36 | 14.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.26B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 3.13 | 47.40 | -0.71% | |
J&J | US4781601046 | 2.70 | 153.12 | -0.25% | |
UnitedHealth | US91324P1021 | 2.69 | 527.03 | -0.57% | |
EQT | US26884L1098 | 2.63 | 51.11 | -0.62% | |
Gilead | US3755581036 | 2.34 | 96.04 | -2.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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