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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1056 | 1220 | 1109 | 1472 | 1448 |
Fund Return | 7.83% | 5.61% | 21.96% | 3.51% | 8.04% | 3.77% |
Place in category | 196 | 55 | 163 | 210 | 253 | 182 |
% in Category | 53 | 12 | 46 | 65 | 86 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.01B | 2.85 | 3.61 | 4.77 | ||
Templeton Growth A | 8.24B | 7.71 | 3.26 | 3.51 | ||
Templeton Growth R | 54.37M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 295.48M | 7.84 | 3.57 | 3.85 | ||
Franklin Rising Dividends C | 915.1M | 4.78 | 5.42 | 9.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.49B | 8.72 | 4.25 | 7.57 | ||
American Funds Capital World Gr R6 | 34.93B | 8.87 | 4.60 | 7.93 | ||
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 | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rolls-Royce Holdings | GB00B63H8491 | 4.55 | 457.60 | -2.18% | |
Alphabet A | US02079K3059 | 4.12 | 175.16 | -1.48% | |
Target | US87612E1064 | 3.13 | 144.68 | -1.43% | |
Micron | US5951121038 | 2.99 | 143.14 | +1.70% | |
UnitedHealth | US91324P1021 | 2.75 | 497.30 | +0.86% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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