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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1028 | 1052 | 862 | 1417 | 2258 |
Fund Return | 2.76% | 2.76% | 5.16% | -4.82% | 7.21% | 8.49% |
Place in category | 558 | 558 | 568 | 387 | 362 | 215 |
% in Category | 93 | 93 | 97 | 74 | 76 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.66B | 11.17 | 11.01 | 11.71 | ||
ClearBridge Dividend Strategy A | 4.83B | 7.53 | 10.57 | 10.65 | ||
ClearBridge Large Cap Growth I | 3.89B | 13.28 | 10.35 | 14.48 | ||
ClearBridge Aggressive Growth A | 3.85B | 4.08 | -0.75 | 5.83 | ||
ClearBridge International Growth Fi | 3.34B | 7.98 | 1.57 | 7.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 19.45B | 7.28 | 2.55 | 10.26 | ||
Vanguard Small Cap Growth Index Adm | 14.17B | 7.99 | -1.09 | 8.52 | ||
Neuberger Berman Genesis R6 | 4.44B | 5.67 | 3.28 | 9.56 | ||
T. Rowe Price Instl Small-Cap Stock | 4.23B | 5.60 | 0.80 | 9.72 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.17B | 9.11 | 3.23 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Trex Co Inc | - | 3.46 | - | - | |
Wingstop Inc | - | 3.29 | - | - | |
Casey's General Stores Inc | - | 3.04 | - | - | |
Varonis Systems Inc | - | 2.63 | - | - | |
BJ's Wholesale Club Holdings Inc | - | 2.60 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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