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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1115 | 1032 | 1255 | 1288 | 1922 | 2966 |
Fund Return | 11.49% | 3.25% | 25.51% | 8.8% | 13.96% | 11.49% |
Place in category | 459 | 894 | 926 | 491 | 748 | 411 |
% in Category | 28 | 58 | 64 | 36 | 64 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Dividend Strategy A | 4.93B | 6.27 | 7.57 | 10.16 | ||
ClearBridge Large Cap Growth I | 4.15B | 12.21 | 7.72 | 14.22 | ||
ClearBridge Aggressive Growth A | 3.99B | 0.89 | -2.72 | 5.35 | ||
ClearBridge International Growth Fi | 3.42B | 2.35 | -1.62 | 7.27 | ||
ClearBridge Large Cap Growth A | 3.55B | 12.07 | 7.40 | 13.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.67 | - | - | |
Apple Inc | - | 4.75 | - | - | |
Berkshire Hathaway Inc Class A | - | 3.74 | - | - | |
Amazon.com Inc | - | 3.51 | - | - | |
NVIDIA Corp | - | 3.08 | - | - |
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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