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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1195 | 1033 | 1341 | 1289 | 1727 | 2530 |
Fund Return | 19.51% | 3.28% | 34.06% | 8.83% | 11.55% | 9.73% |
Place in category | 87 | 408 | 157 | 251 | 330 | 186 |
% in Category | 9 | 33 | 16 | 27 | 33 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.47B | 18.79 | 8.30 | 11.68 | ||
ClearBridge Dividend Strategy A | 5.41B | 15.77 | 7.74 | 10.57 | ||
ClearBridge Large Cap Growth I | 4.42B | 23.33 | 6.84 | 14.45 | ||
ClearBridge Aggressive Growth A | 4.12B | 8.61 | -0.42 | 5.56 | ||
ClearBridge Large Cap Growth A | 3.93B | 23.03 | 6.52 | 14.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 41.93B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 5.12 | 241.87 | +0.29% | |
AbbVie | US00287Y1091 | 3.52 | 169.63 | -0.42% | |
J&J | US4781601046 | 2.77 | 151.87 | -0.89% | |
Bank of America | US0605051046 | 2.67 | 45.90 | +0.07% | |
Chevron | US1667641005 | 2.17 | 161.80 | +1.94% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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