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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1071 | 1082 | 1147 | 1546 | 1760 | 3438 |
| Fund Return | 7.14% | 8.21% | 14.66% | 15.64% | 11.97% | 13.15% |
| Place in category | 389 | 347 | 823 | 495 | 522 | 151 |
| % in Category | 37 | 33 | 74 | 50 | 54 | 21 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| ClearBridge Appreciation A | 7.56B | 1.81 | 19.25 | 13.77 | ||
| ClearBridge Dividend Strategy A | 5.63B | 6.13 | 16.70 | 13.06 | ||
| ClearBridge Aggressive Growth A | 3.56B | 0.07 | 14.21 | 8.51 | ||
| ClearBridge Large Cap Growth A | 3.53B | -4.45 | 20.72 | 14.38 | ||
| ClearBridge Large Cap Growth I | 3.43B | -4.41 | 21.07 | 14.71 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 96.64B | 2.85 | 19.20 | 13.96 | ||
| Dodge & Cox Stock | 70.02B | 3.86 | 15.47 | 14.11 | ||
| Vanguard Equity-Income Adm | 60.47B | 6.26 | 16.09 | 12.75 | ||
| Vanguard Windsor II Admiral | 53.74B | 4.58 | 18.47 | 13.93 | ||
| American Funds Washington Mutual R6 | 46.8B | 2.91 | 19.56 | 14.30 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Alphabet Inc Class A | - | 4.58 | - | - | |
| Bank of America Corp | - | 3.54 | - | - | |
| Micron Technology Inc | - | 3.47 | - | - | |
| Johnson & Johnson | - | 3.27 | - | - | |
| Chevron Corp | - | 2.61 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Strong Sell | Neutral |
| Technical Indicators | Strong Sell | Strong Sell | BUY |
| Summary | Strong Sell | Strong Sell | Neutral |
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