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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1027 | 1134 | 1246 | 1460 | 1838 |
Fund Return | 2.59% | 2.72% | 13.43% | 7.6% | 7.86% | 6.28% |
Place in category | 106 | 114 | 58 | 8 | 50 | 41 |
% in Category | 67 | 74 | 43 | 8 | 42 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.4B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth Adv | 192.45M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 55.27M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 299.73M | 3.47 | 2.85 | 3.52 | ||
Templeton Growth A | 8.38B | 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 | 5.51B | 2.50 | 7.32 | 6.00 | ||
Franklin Mutual Beacon Z | 2.2B | 3.85 | 3.15 | 6.92 | ||
SEI Global Managed Volatility A (SI | 2.06B | 4.35 | 6.42 | - | ||
Artisan Global Value Institutional | 1.78B | 5.87 | 5.67 | 7.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.56 | 32.96 | +0.18% | |
CVS Health Corp | - | 2.28 | - | - | |
Medtronic | IE00BTN1Y115 | 2.22 | 85.92 | +0.33% | |
Global Payments Inc | - | 2.20 | - | - | |
BNP Paribas | FR0000131104 | 2.15 | 72.96 | +0.90% |
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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