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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 1000 | 1062 | 1010 | 1075 | 1253 |
Fund Return | 6.22% | -0.04% | 6.22% | 0.34% | 1.46% | 2.28% |
Place in category | 119 | 150 | 119 | 202 | 160 | 96 |
% in Category | 44 | 49 | 44 | 79 | 70 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.1B | 2.22 | 12.11 | 11.75 | ||
ClearBridge Dividend Strategy A | 5.29B | 2.97 | 9.30 | 10.63 | ||
ClearBridge Large Cap Growth I | 3.95B | 0.17 | 13.39 | 14.04 | ||
ClearBridge Aggressive Growth A | 3.65B | 0.60 | 4.90 | 5.38 | ||
ClearBridge Large Cap Growth A | 3.61B | 0.13 | 13.05 | 13.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Global Long/Short Cred | 564.55M | 2.00 | 4.19 | 2.75 | ||
PIMCO Credit Absolute Return Instl | 240.36M | 1.87 | 5.29 | 3.76 | ||
PIMCO Credit Absolute Return Fund p | 146.09M | 1.77 | 5.16 | 3.64 | ||
BlackRock Global Long/Short CredA | 46.74M | 2.00 | 3.96 | 2.50 | ||
Cedar Ridge Unconstrained Credit Fi | 33.51M | 5.93 | 1.26 | 2.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo Commercial Mortgage Trust 3% | - | 7.79 | - | - | |
Egypt (Arab Republic of) 31.9894% | EGT9980B3P13 | 4.04 | - | - | |
Egypt (Arab Republic of) 28.99949% | EGT9980HCO15 | 3.90 | - | - | |
Federal National Mortgage Association 9.4946% | - | 3.77 | - | - | |
New Fortress Energy Inc Term Loan B | - | 3.25 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Sell | Strong Sell |
Summary | Sell | Strong Sell | Strong Sell |
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