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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1112 | 1038 | 1252 | 1655 | 1615 | 3103 |
| Fund Return | 11.19% | 3.78% | 25.19% | 18.29% | 10.07% | 11.99% |
| Place in category | 382 | 431 | 422 | 448 | 471 | 240 |
| % in Category | 39 | 43 | 43 | 45 | 50 | 32 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| ClearBridge Appreciation A | 8.21B | 6.10 | 18.67 | 13.38 | ||
| ClearBridge Dividend Strategy A | 5.99B | 6.07 | 15.92 | 12.21 | ||
| ClearBridge Aggressive Growth A | 3.82B | 2.76 | 14.56 | 8.05 | ||
| ClearBridge Large Cap Growth A | 3.61B | 5.24 | 19.77 | 14.46 | ||
| ClearBridge Large Cap Growth I | 3.58B | 5.36 | 20.11 | 14.79 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 97.6B | 5.78 | 19.09 | 13.36 | ||
| Dodge & Cox Stock | 68.44B | 3.58 | 16.47 | 12.81 | ||
| Vanguard Equity-Income Adm | 61.24B | 8.99 | 18.51 | 12.05 | ||
| Vanguard Windsor II Admiral | 54.07B | 6.67 | 18.67 | 12.98 | ||
| American Funds Washington Mutual R6 | 48.96B | 5.91 | 19.45 | 13.70 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Alphabet A | - | 5.72 | 345.13 | -0.29% | |
| Bank of America | - | 3.46 | 57.75 | -0.28% | |
| Micron | - | 3.10 | 1,047.20 | -0.44% | |
| J&J | - | 3.03 | 241.00 | +0.80% | |
| Amazon.com | - | 2.80 | 234.27 | +0.11% |
| 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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