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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1008 | 1159 | 1210 | 1830 | 2796 |
Fund Return | 5.25% | 0.79% | 15.91% | 6.56% | 12.85% | 10.83% |
Place in category | 1324 | 1326 | 1338 | 1006 | 927 | 569 |
% in Category | 89 | 90 | 95 | 75 | 77 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.01B | 2.85 | 3.61 | 4.77 | ||
Templeton Growth Adv | 190.31M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.37M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 295.48M | 7.84 | 3.57 | 3.85 | ||
Templeton Growth A | 8.24B | 7.71 | 3.26 | 3.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 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 | 441.06 | +1.94% | |
Roper Technologies | US7766961061 | 4.05 | 558.19 | +0.44% | |
Stryker | US8636671013 | 4.01 | 346.41 | +0.00% | |
Linde PLC | IE000S9YS762 | 3.98 | 400.800 | -0.69% | |
Visa A | US92826C8394 | 2.86 | 270.32 | -1.58% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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