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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 | 387 | 344 | 798 | 473 | 497 | 144 |
| % in Category | 38 | 34 | 74 | 50 | 53 | 21 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| ClearBridge Appreciation A | 7.88B | 2.16 | 18.20 | 13.72 | ||
| ClearBridge Dividend Strategy A | 5.88B | 2.95 | 14.40 | 12.74 | ||
| ClearBridge Large Cap Growth I | 3.61B | -4.41 | 21.07 | 14.71 | ||
| ClearBridge Large Cap Growth A | 3.7B | -0.73 | 21.86 | 14.71 | ||
| ClearBridge Aggressive Growth A | 3.75B | -2.99 | 11.88 | 8.23 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 96.64B | 1.76 | 17.41 | 13.85 | ||
| 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 | 2.76 | 16.52 | 13.62 | ||
| 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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