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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1023 | 1192 | 1245 | 1760 | 2633 |
Fund Return | 6.27% | 2.34% | 19.18% | 7.57% | 11.97% | 10.16% |
Place in category | 1262 | 1131 | 1241 | 824 | 1024 | 704 |
% in Category | 84 | 73 | 87 | 62 | 85 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.01B | 11.49 | 8.80 | 11.49 | ||
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 | - | 5.64 | - | - | |
Apollo Global Management Inc Class A | - | 3.52 | - | - | |
JPMorgan Chase & Co | - | 3.42 | - | - | |
Comcast Corp Class A | - | 3.20 | - | - | |
Williams Companies Inc | - | 3.06 | - | - |
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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