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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1132 | 1132 | 1407 | 1332 | 1987 | 3751 |
Fund Return | 13.2% | 13.2% | 40.7% | 10.03% | 14.72% | 14.13% |
Place in category | 468 | 468 | 414 | 379 | 603 | 282 |
% in Category | 37 | 37 | 32 | 38 | 58 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.57B | 11.17 | 11.01 | 11.71 | ||
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 | 3.29B | 7.98 | 1.57 | 7.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.54B | 12.54 | 7.60 | 13.07 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Vanguard Growth Index Adm | 75.44B | 10.90 | 10.91 | 15.06 | ||
JPMorgan Large Cap Growth R6 | 56.25B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 9.16 | - | - | |
Microsoft Corp | - | 8.31 | - | - | |
Amazon.com Inc | - | 8.01 | - | - | |
Meta Platforms Inc Class A | - | 6.01 | - | - | |
Visa Inc Class A | - | 4.54 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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