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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1061 | 1257 | 1382 | 1976 | 3440 |
Fund Return | 2.75% | 6.08% | 25.74% | 11.37% | 14.59% | 13.15% |
Place in category | 1072 | 688 | 545 | 519 | 457 | 259 |
% in Category | 77 | 49 | 40 | 41 | 41 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.56B | 2.94 | 11.12 | 12.48 | ||
ClearBridge Dividend Strategy A | 5.41B | 2.73 | 8.70 | 11.05 | ||
ClearBridge Large Cap Growth I | 4.45B | 3.23 | 12.40 | 15.15 | ||
ClearBridge Aggressive Growth A | 4.22B | 4.95 | 5.71 | 6.56 | ||
ClearBridge Large Cap Growth A | 4.02B | 3.21 | 12.06 | 14.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.51 | 244.60 | +1.27% | |
NVIDIA | US67066G1040 | 6.54 | 138.85 | +2.63% | |
Microsoft | US5949181045 | 6.22 | 408.43 | -0.51% | |
Amazon.com | US0231351067 | 4.07 | 228.68 | -0.73% | |
Meta Platforms | US30303M1027 | 2.53 | 736.67 | +1.11% |
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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