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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1034 | 1119 | 1098 | 1396 | 1953 |
Fund Return | 3.85% | 3.38% | 11.91% | 3.15% | 6.91% | 6.92% |
Place in category | 61 | 79 | 66 | 109 | 72 | 26 |
% in Category | 36 | 53 | 47 | 75 | 55 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.16B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth Adv | 191.18M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.71M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 296.78M | 3.47 | 2.85 | 3.52 | ||
Templeton Growth A | 8.29B | 3.37 | 2.55 | 3.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.36B | 3.22 | 6.56 | 8.04 | ||
Franklin Mutual Global Discovery A | 5.41B | 2.50 | 7.32 | 6.00 | ||
Franklin Mutual Global Discovery Z | 3.27B | 2.59 | 7.60 | 6.28 | ||
SEI Global Managed Volatility A (SI | 2.03B | 4.35 | 6.42 | - | ||
Artisan Global Value Institutional | 1.78B | 5.87 | 5.67 | 7.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.07 | 202.63 | +1.66% | |
Shell | GB00BP6MXD84 | 4.04 | 33.21 | +0.70% | |
Ferguson | JE00BJVNSS43 | 3.92 | 15,900.0 | -1.40% | |
Medtronic | IE00BTN1Y115 | 3.70 | 81.37 | +0.96% | |
Johnson Controls | IE00BY7QL619 | 3.65 | 71.91 | +0.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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