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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1217 | 1084 | 1318 | 1232 | 2073 | 3837 |
Fund Return | 21.66% | 8.42% | 31.84% | 7.2% | 15.7% | 14.39% |
Place in category | 366 | 99 | 302 | 246 | 481 | 226 |
% in Category | 32 | 11 | 28 | 29 | 49 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.28B | 18.92 | 8.99 | 11.77 | ||
ClearBridge Dividend Strategy A | 5.25B | 13.79 | 8.42 | 10.54 | ||
ClearBridge Aggressive Growth A | 3.94B | 5.67 | -2.32 | 5.09 | ||
ClearBridge Large Cap Growth A | 3.74B | 21.43 | 6.88 | 14.05 | ||
ClearBridge International Growth Fi | 3.58B | 15.21 | 0.58 | 7.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 147.8B | 19.33 | 5.25 | 12.91 | ||
Fidelity Contrafund | 128.94B | 28.62 | 9.37 | 14.87 | ||
Fidelity Contrafund K | 128.94B | 28.65 | 9.45 | 14.97 | ||
Vanguard Growth Index Adm | 82.18B | 21.13 | 7.62 | 15.05 | ||
JPMorgan Large Cap Growth R6 | 63.6B | 24.62 | 8.70 | 17.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 10.47 | 121.35 | -2.17% | |
Amazon.com | US0231351067 | 8.41 | 187.97 | -1.67% | |
Microsoft | US5949181045 | 8.16 | 428.02 | -0.76% | |
Meta Platforms | US30303M1027 | 5.63 | 567.36 | -0.08% | |
Apple | US0378331005 | 4.44 | 227.73 | +0.09% |
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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