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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1056 | 1135 | 1217 | 1428 | 2074 |
Fund Return | 5.58% | 5.58% | 13.53% | 6.78% | 7.39% | 7.57% |
Place in category | 111 | 111 | 119 | 78 | 104 | 19 |
% in Category | 65 | 65 | 76 | 59 | 75 | 25 |
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 Global Stock | 10.45B | 5.40 | 6.89 | 8.87 | ||
Franklin Mutual Global Discovery A | 5.12B | 4.90 | 7.10 | 6.66 | ||
Franklin Mutual Global Discovery Z | 3.15B | 4.91 | 7.36 | 6.93 | ||
Franklin Mutual Beacon Z | 2.11B | 4.67 | 5.01 | 7.52 | ||
SEI Global Managed Volatility A (SI | 1.86B | 3.25 | 8.34 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.53 | 409.04 | -0.58% | |
Apple | US0378331005 | 2.00 | 236.87 | +1.83% | |
Broadcom | US11135F1012 | 1.67 | 236.35 | +0.56% | |
Eli Lilly | US5324571083 | 1.64 | 872.97 | +0.92% | |
UnitedHealth | US91324P1021 | 1.59 | 527.40 | -1.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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