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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1084 | 1162 | 1181 | 1428 | 1888 |
Fund Return | 4.95% | 8.35% | 16.16% | 5.71% | 7.39% | 6.56% |
Place in category | 97 | 68 | 1251 | 1234 | 1168 | 881 |
% in Category | 7 | 7 | 91 | 96 | 100 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.56B | 2.94 | 11.12 | 12.48 | ||
ClearBridge Dividend Strategy A | 5.41B | 2.73 | 8.70 | 11.05 | ||
ClearBridge Large Cap Growth I | 4.45B | 3.23 | 12.40 | 15.15 | ||
ClearBridge Large Cap Growth A | 4.02B | 3.21 | 12.06 | 14.81 | ||
ClearBridge Value A | 3.43B | 4.10 | 10.91 | 10.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 7.91 | 233.04 | -1.17% | |
Vertex | US92532F1003 | 5.89 | 459.00 | -0.77% | |
Autodesk | US0527691069 | 5.40 | 302.72 | -0.25% | |
TE Connectivity | IE000IVNQZ81 | 5.02 | 152.77 | -0.29% | |
HubSpot Inc | US4435731009 | 4.65 | 811.95 | -0.95% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Sell |
Summary | Strong Buy | Strong Sell | Strong Sell |
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