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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1069 | 1155 | 1164 | 1300 | 1518 |
Fund Return | 6.85% | 6.85% | 15.53% | 5.19% | 5.38% | 4.26% |
Place in category | 35 | 35 | 61 | 59 | 194 | 138 |
% in Category | 13 | 13 | 19 | 17 | 53 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.83B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth Adv | 184.43M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.21M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 288.41M | 7.14 | 5.25 | 3.98 | ||
Templeton Growth A | 8.09B | 7.05 | 4.94 | 3.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 60.37B | 3.74 | 4.78 | 5.37 | ||
First Eagle Global I | 33.73B | 6.54 | 6.87 | 6.73 | ||
American Funds Global Balanced R6 | 15.61B | 3.67 | 3.08 | 5.10 | ||
American Funds Capital Income Bld | 16.55B | 3.82 | 5.12 | 5.70 | ||
First Eagle Global A | 14.2B | 6.48 | 6.61 | 6.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.70 | - | - | |
Apple Inc | - | 2.36 | - | - | |
NVIDIA Corp | - | 2.03 | - | - | |
Germany 2.3 15-Feb-2033 | DE000BU2Z007 | 1.95 | 98.930 | +0.60% | |
Franklin Systematic Style Premia | US35473P5465 | 1.92 | 23.30 | +0.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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