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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 989 | 1084 | 1167 | 1556 | 2292 |
Fund Return | 8.43% | -1.13% | 8.43% | 5.29% | 9.25% | 8.65% |
Place in category | 1093 | 413 | 1093 | 756 | 535 | 397 |
% in Category | 94 | 36 | 94 | 68 | 51 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.39B | -3.23 | 11.50 | 11.21 | ||
ClearBridge Dividend Strategy A | 5.36B | -0.15 | 9.37 | 10.46 | ||
ClearBridge Large Cap Growth I | 4.18B | -7.20 | 14.79 | 13.16 | ||
ClearBridge Aggressive Growth A | 3.92B | -3.98 | 6.14 | 4.98 | ||
ClearBridge Large Cap Growth A | 3.84B | -7.28 | 14.45 | 12.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 64.11B | -0.06 | 10.12 | 10.68 | ||
Vanguard Equity-Income Adm | 50.9B | -0.18 | 8.33 | 9.86 | ||
Vanguard Windsor II Admiral | 45.17B | -2.89 | 9.22 | 9.94 | ||
American Funds American Mutual A | 41.31B | 0.23 | 8.04 | 9.25 | ||
Vanguard Value Index Adm | 36.28B | -1.00 | 8.48 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 5.01 | 265.74 | +0.32% | |
Sempra Energy | US8168511090 | 4.55 | 78.23 | -0.26% | |
ConocoPhillips | US20825C1045 | 3.48 | 89.69 | -0.80% | |
Air Products | US0091581068 | 3.38 | 275.67 | -0.60% | |
Enterprise Products Partners LP | US2937921078 | 2.82 | 32.19 | -1.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Strong Buy | Strong Buy | Sell |
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