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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1246 | 1076 | 1301 | 1398 | 1761 | 2138 |
Fund Return | 24.6% | 7.58% | 30.1% | 11.83% | 11.99% | 7.89% |
Place in category | 225 | 187 | 372 | 296 | 355 | 703 |
% in Category | 20 | 16 | 32 | 29 | 37 | 88 |
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 % | |
---|---|---|---|---|---|
Energy Transfer | US29273V1008 | 4.81 | 18.00 | +0.28% | |
Enterprise Products Partners LP | US2937921078 | 3.76 | 32.55 | +0.43% | |
Broadcom | US11135F1012 | 3.41 | 230.63 | +0.88% | |
Apple | US0378331005 | 3.04 | 208.78 | -1.17% | |
Microsoft | US5949181045 | 3.02 | 458.87 | +1.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | BUY |
Summary | Strong Buy | Buy | Buy |
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