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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1024 | 1313 | 1174 | 1770 | 3596 |
Fund Return | 6.72% | 2.41% | 31.27% | 5.48% | 12.1% | 13.65% |
Place in category | 654 | 965 | 567 | 445 | 699 | 297 |
% in Category | 51 | 78 | 46 | 45 | 66 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.82B | 6.46 | 7.50 | 11.19 | ||
ClearBridge Dividend Strategy A | 4.93B | 3.06 | 7.05 | 10.00 | ||
ClearBridge Large Cap Growth I | 3.99B | 6.83 | 5.79 | 13.99 | ||
ClearBridge Aggressive Growth A | 3.88B | -1.54 | -3.30 | 5.44 | ||
ClearBridge International Growth Fi | 3.42B | 2.35 | -1.62 | 7.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.5B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 75.44B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
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 | Strong Buy | Neutral | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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