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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1117 | 1104 | 1198 | 1556 | 1639 | 3217 |
| Fund Return | 11.66% | 10.37% | 19.83% | 15.89% | 10.38% | 12.39% |
| Place in category | 494 | 551 | 634 | 538 | 520 | 215 |
| % in Category | 45 | 47 | 60 | 51 | 54 | 28 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| ClearBridge Appreciation A | 8.25B | 4.43 | 15.65 | 13.13 | ||
| ClearBridge Dividend Strategy A | 6.08B | 6.20 | 13.49 | 11.96 | ||
| ClearBridge Aggressive Growth A | 3.87B | 3.67 | 12.86 | 8.29 | ||
| ClearBridge Large Cap Growth A | 3.63B | 2.25 | 15.66 | 14.32 | ||
| ClearBridge Large Cap Growth I | 3.32B | 2.40 | 15.98 | 14.66 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 97.8B | 7.31 | 17.67 | 13.36 | ||
| Dodge & Cox Stock | 68.44B | 3.80 | 13.99 | 13.14 | ||
| Vanguard Equity-Income Adm | 61.24B | 8.18 | 15.97 | 11.78 | ||
| Vanguard Windsor II Admiral | 54.07B | 6.70 | 16.48 | 13.08 | ||
| American Funds Washington Mutual R6 | 49.26B | 7.46 | 18.01 | 13.70 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Alphabet A | - | 5.20 | 357.18 | -0.48% | |
| Micron | - | 4.16 | 979.30 | -1.24% | |
| Bank of America | - | 3.32 | 59.67 | +0.71% | |
| J&J | - | 2.95 | 256.98 | -0.82% | |
| Amazon.com | - | 2.83 | 245.34 | -0.69% |
| 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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