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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 1000 | 1061 | 1006 | 1070 | 1241 |
Fund Return | 6.11% | 0.02% | 6.11% | 0.2% | 1.37% | 2.18% |
Place in category | 126 | 146 | 126 | 204 | 164 | 100 |
% in Category | 46 | 47 | 46 | 80 | 72 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.03B | 2.22 | 12.11 | 11.75 | ||
ClearBridge Dividend Strategy A | 5.25B | 2.97 | 9.30 | 10.63 | ||
ClearBridge Large Cap Growth I | 3.91B | 0.17 | 13.39 | 14.04 | ||
ClearBridge Aggressive Growth A | 3.54B | 0.60 | 4.90 | 5.38 | ||
ClearBridge Large Cap Growth A | 3.57B | 0.13 | 13.05 | 13.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Global Long/Short Cred | 570.8M | 2.00 | 4.19 | 2.75 | ||
PIMCO Credit Absolute Return Instl | 228.36M | 1.87 | 5.29 | 3.76 | ||
PIMCO Credit Absolute Return Fund p | 147.27M | 1.77 | 5.16 | 3.64 | ||
BlackRock Global Long/Short CredA | 47.26M | 1.11 | 3.24 | 2.52 | ||
Cedar Ridge Unconstrained Credit Fi | 33.79M | 5.93 | 1.26 | 2.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo Commercial Mortgage Trust 3% | - | 7.79 | - | - | |
Egypt (Arab Republic of) 31.9894% | EGT9980B3P13 | 4.04 | - | - | |
Egypt (Arab Republic of) 28.99949% | EGT9980HCO15 | 3.90 | - | - | |
Federal National Mortgage Association 9.4946% | - | 3.77 | - | - | |
New Fortress Energy Inc Term Loan B | - | 3.25 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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