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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1013 | 1037 | 952 | 1331 | 2018 |
Fund Return | 2.35% | 1.28% | 3.66% | -1.62% | 5.89% | 7.27% |
Place in category | 182 | 300 | 294 | 151 | 121 | 23 |
% in Category | 46 | 70 | 75 | 47 | 46 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.05B | 11.49 | 8.80 | 11.49 | ||
ClearBridge Dividend Strategy A | 4.95B | 6.27 | 7.57 | 10.16 | ||
ClearBridge Large Cap Growth I | 4.17B | 12.21 | 7.72 | 14.22 | ||
ClearBridge Aggressive Growth A | 4.03B | 0.89 | -2.72 | 5.35 | ||
ClearBridge Large Cap Growth A | 3.57B | 12.07 | 7.40 | 13.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Europacific Growth R | 66.43B | 8.14 | -2.08 | 5.44 | ||
Vanguard International Growth Adm | 38.11B | 8.82 | -5.85 | 7.87 | ||
American Funds Europacific Growth F | 20.99B | 8.10 | -2.18 | 5.33 | ||
American Funds Europacific Growth A | 20.41B | 7.99 | -2.44 | 5.07 | ||
WCM Focused International Growth I | 18B | 10.15 | -0.49 | 9.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 5.32 | 980.5 | -1.06% | |
ASML Holding | NL0010273215 | 4.67 | 969.40 | +1.72% | |
Inditex | ES0148396007 | 3.57 | 46.440 | +1.04% | |
SAP | DE0007164600 | 3.38 | 175.760 | +0.56% | |
Canadian Pacific Kansas City Ltd | - | 3.22 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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