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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1075 | 1211 | 1352 | 1769 | 2750 |
Fund Return | 7.53% | 7.53% | 21.13% | 10.57% | 12.08% | 10.65% |
Place in category | 1296 | 1296 | 1215 | 585 | 981 | 669 |
% in Category | 86 | 86 | 83 | 42 | 81 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.75B | 11.17 | 11.01 | 11.71 | ||
ClearBridge Large Cap Growth I | 3.98B | 13.28 | 10.35 | 14.48 | ||
ClearBridge Aggressive Growth A | 3.87B | 4.08 | -0.75 | 5.83 | ||
ClearBridge International Growth Fi | 3.41B | 7.98 | 1.57 | 7.56 | ||
ClearBridge Large Cap Growth A | 3.38B | 13.20 | 10.03 | 14.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 484.24B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 355.44B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 160.8B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.64 | - | - | |
Apollo Global Management Inc Class A | - | 3.52 | - | - | |
JPMorgan Chase & Co | - | 3.42 | - | - | |
Comcast Corp Class A | - | 3.20 | - | - | |
Williams Companies Inc | - | 3.06 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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