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(Reuters) -Citigroup on Friday introduced its mid-2026 target for the MSCI All Country World Index (ACWI) Local as they expect global equity markets to be rangebound until...
Investing.com -- Global equity markets gained 9.1% in the first half of the year despite significant volatility, with the MSCI AC World Index reaching an all-time high. Markets...
(Reuters) -Japanese investors snapped up foreign stocks for an eighth straight week, as progress in U.S. trade negotiations and easing concerns over the global economic impact of...
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1140 | 1026 | 1189 | 1108 | 1366 | 1689 |
| Fund Return | 14% | 2.61% | 18.9% | 3.48% | 6.44% | 5.38% |
| Place in category | 364 | 459 | 392 | 521 | 494 | 402 |
| % in Category | 50 | 66 | 53 | 77 | 79 | 84 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Franklin Income A | 29.45B | 10.02 | 9.81 | 6.84 | ||
| Franklin Rising Dividends R | 178.62M | 10.27 | 12.19 | 11.29 | ||
| Franklin Rising Dividends Adv | 4.29B | 10.74 | 12.76 | 11.85 | ||
| Franklin Rising Dividends C | 722.97M | 9.81 | 11.63 | 10.74 | ||
| Franklin Rising Dividends R6 | 3.52B | 10.78 | 12.83 | 11.95 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds American Balanced A | 124.49B | 16.04 | 16.02 | 9.49 | ||
| Vanguard Wellington Admiral | 109.25B | 15.28 | 15.86 | 9.84 | ||
| American Funds American Balanced R6 | 62.65B | 16.36 | 16.38 | 9.83 | ||
| Vanguard Balanced Index Adm | 49.95B | 13.27 | 15.36 | 9.34 | ||
| Fidelity Balanced | 42.99B | 14.38 | 17.48 | 10.91 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Franklin U.S. Core Equity Advisor | - | 23.10 | - | - | |
| Franklin U.S. Core Bond | US35473P5531 | 14.81 | 21.61 | -0.12% | |
| Franklin Growth R6 | - | 10.21 | - | - | |
| Franklin U.S. Treasury Bond | US35473P4880 | 7.45 | 20.54 | -0.05% | |
| Franklin Investment Grade Corporate | US35473P6034 | 7.13 | 21.65 | -0.22% |
| 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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