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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 986 | 1132 | 1265 | 1676 | 2013 |
Fund Return | 2.18% | -1.37% | 13.17% | 8.17% | 10.88% | 7.25% |
Place in category | 99 | 101 | 63 | 51 | 96 | 98 |
% in Category | 60 | 52 | 35 | 18 | 55 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.99B | 2.22 | 12.11 | 11.75 | ||
ClearBridge Dividend Strategy A | 5.25B | 2.97 | 9.30 | 10.63 | ||
ClearBridge Large Cap Growth I | 3.85B | 0.17 | 13.39 | 14.04 | ||
ClearBridge Aggressive Growth A | 3.53B | 0.60 | 4.90 | 5.38 | ||
ClearBridge Large Cap Growth A | 3.52B | 0.13 | 13.05 | 13.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 11.7B | 1.10 | 9.27 | 10.22 | ||
JHVIT Strategic Equity Allocation T | 6.7B | 3.10 | 9.28 | 9.47 | ||
JPMorgan Investor Growth A | 4.51B | 2.49 | 7.91 | 9.08 | ||
Franklin Mutual Shares Z | 3.94B | 5.21 | 7.84 | 6.37 | ||
American Funds Growth Portfolio 52A | 2.76B | 1.14 | 9.24 | 10.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Large Cap Equity IS | - | 19.04 | - | - | |
ClearBridge Large Cap Growth IS | - | 18.90 | - | - | |
Putnam Large Cap Value R6 | - | 14.76 | - | - | |
ClearBridge Appreciation IS | - | 7.38 | - | - | |
Franklin International Equity IS | - | 6.88 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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