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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 1112 | 1274 | 1368 | 1911 | 3026 |
Fund Return | 11.17% | 11.17% | 27.43% | 11.01% | 13.83% | 11.71% |
Place in category | 451 | 451 | 897 | 448 | 638 | 422 |
% in Category | 27 | 27 | 60 | 33 | 57 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Dividend Strategy A | 4.78B | 7.53 | 10.57 | 10.65 | ||
ClearBridge Large Cap Growth I | 3.81B | 13.28 | 10.35 | 14.48 | ||
ClearBridge Aggressive Growth A | 3.78B | 4.08 | -0.75 | 5.83 | ||
ClearBridge International Growth Fi | 3.33B | 7.98 | 1.57 | 7.56 | ||
ClearBridge Large Cap Growth A | 3.24B | 13.20 | 10.03 | 14.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
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 | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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