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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1005 | 1147 | 1172 | 1734 | 2504 |
Fund Return | 4.78% | 0.52% | 14.68% | 5.42% | 11.64% | 9.61% |
Place in category | 1350 | 1350 | 1360 | 1117 | 1044 | 778 |
% in Category | 91 | 91 | 96 | 85 | 87 | 87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.05B | 2.85 | 3.61 | 4.77 | ||
Templeton Growth A | 8.16B | 7.71 | 3.26 | 3.51 | ||
Templeton Growth Adv | 189.18M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 53.95M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 292.64M | 7.84 | 3.57 | 3.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.26 | 442.57 | +0.22% | |
Roper Technologies | US7766961061 | 4.05 | 549.45 | +0.42% | |
Stryker | US8636671013 | 4.01 | 344.98 | +0.57% | |
Linde PLC | IE000S9YS762 | 3.98 | 407.200 | +1.09% | |
Visa A | US92826C8394 | 2.86 | 270.66 | -0.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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