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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1031 | 1150 | 1107 | 1427 | 1857 |
Fund Return | 4.27% | 3.11% | 14.97% | 3.45% | 7.37% | 6.38% |
Place in category | 58 | 115 | 93 | 31 | 133 | 104 |
% in Category | 22 | 51 | 45 | 27 | 73 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.88B | 6.46 | 7.50 | 11.19 | ||
ClearBridge Dividend Strategy A | 4.9B | 3.06 | 7.05 | 10.00 | ||
ClearBridge Large Cap Growth I | 4.06B | 6.83 | 5.79 | 13.99 | ||
ClearBridge Aggressive Growth A | 3.94B | -1.54 | -3.30 | 5.44 | ||
ClearBridge International Growth Fi | 3.45B | 2.35 | -1.62 | 7.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 11.14B | 5.10 | 2.47 | 9.61 | ||
JHVIT Strategic Equity Allocation T | 7.27B | 4.04 | 4.88 | 8.86 | ||
JPMorgan Investor Growth A | 4.31B | 4.37 | 3.73 | 8.89 | ||
Franklin Mutual Shares Z | 3.95B | 3.30 | 4.33 | 5.81 | ||
Franklin Mutual Shares A | 2.72B | 3.19 | 4.07 | 5.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ClearBridge Appreciation IS | - | 17.03 | - | - | |
Franklin U.S. Large Cap Equity IS | - | 13.79 | - | - | |
BrandywineGLOBAL Div US Large Value IS | - | 10.78 | - | - | |
Franklin Growth R6 | - | 9.74 | - | - | |
ClearBridge Large Cap Growth IS | - | 8.73 | - | - |
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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