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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 1025 | 1318 | 1187 | 1805 | 3736 |
Fund Return | 6.84% | 2.5% | 31.78% | 5.89% | 12.53% | 14.09% |
Place in category | 622 | 944 | 516 | 400 | 618 | 222 |
% in Category | 49 | 77 | 42 | 41 | 59 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 6.89B | 6.46 | 7.50 | 11.19 | ||
ClearBridge Dividend Strategy A | 4.98B | 3.06 | 7.05 | 10.00 | ||
ClearBridge Large Cap Growth I | 4.07B | 6.83 | 5.79 | 13.99 | ||
ClearBridge Aggressive Growth A | 3.99B | -1.54 | -3.30 | 5.44 | ||
ClearBridge International Growth Fi | 3.49B | 2.35 | -1.62 | 7.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.18B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 75.44B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 9.16 | - | - | |
Microsoft Corp | - | 8.31 | - | - | |
Amazon.com Inc | - | 8.01 | - | - | |
Meta Platforms Inc Class A | - | 6.01 | - | - | |
Visa Inc Class A | - | 4.54 | - | - |
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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