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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1133 | 1133 | 1411 | 1344 | 2017 | 3865 |
Fund Return | 13.28% | 13.28% | 41.12% | 10.35% | 15.06% | 14.48% |
Place in category | 456 | 456 | 365 | 331 | 546 | 223 |
% in Category | 36 | 36 | 29 | 33 | 53 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.69B | 11.17 | 11.01 | 11.71 | ||
ClearBridge Dividend Strategy A | 4.83B | 7.53 | 10.57 | 10.65 | ||
ClearBridge Aggressive Growth A | 3.83B | 4.08 | -0.75 | 5.83 | ||
ClearBridge International Growth Fi | 3.38B | 7.98 | 1.57 | 7.56 | ||
ClearBridge Large Cap Growth A | 3.34B | 13.20 | 10.03 | 14.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 134.43B | 12.54 | 7.60 | 13.07 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Vanguard Growth Index Adm | 75.44B | 10.90 | 10.91 | 15.06 | ||
JPMorgan Large Cap Growth R6 | 54.84B | 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 | Buy |
Technical Indicators | BUY | Neutral | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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