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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1080 | 1118 | 1048 | 1454 | 2072 |
Fund Return | 7.98% | 7.98% | 11.8% | 1.57% | 7.77% | 7.56% |
Place in category | 110 | 110 | 212 | 135 | 104 | 26 |
% in Category | 29 | 29 | 57 | 43 | 40 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.75B | 11.17 | 11.01 | 11.71 | ||
ClearBridge Dividend Strategy A | 4.86B | 7.53 | 10.57 | 10.65 | ||
ClearBridge Large Cap Growth I | 3.98B | 13.28 | 10.35 | 14.48 | ||
ClearBridge Aggressive Growth A | 3.87B | 4.08 | -0.75 | 5.83 | ||
ClearBridge Large Cap Growth A | 3.38B | 13.20 | 10.03 | 14.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Europacific Growth R | 67.76B | 7.44 | -0.16 | 5.58 | ||
Vanguard International Growth Adm | 36.06B | 5.28 | -5.68 | 7.73 | ||
American Funds Europacific Growth F | 21.37B | 7.43 | -0.27 | 5.47 | ||
American Funds Europacific Growth A | 20.81B | 7.37 | -0.52 | 5.21 | ||
WCM Focused International Growth I | 17.74B | 11.82 | 2.75 | 9.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 4.66 | 882.6 | +3.66% | |
Nestle | CH0038863350 | 4.04 | 92.16 | +0.88% | |
ASML Holding | NL0010273215 | 3.47 | 854.20 | +0.90% | |
London Stock Exchange | GB00B0SWJX34 | 3.37 | 9,308.0 | +1.59% | |
Louis Vuitton | FR0000121014 | 3.36 | 789.40 | +0.99% |
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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