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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1095 | 1000 | 1142 | 1321 | 1469 | 1853 |
Fund Return | 9.5% | -0.02% | 14.17% | 9.71% | 7.99% | 6.36% |
Place in category | 134 | 118 | 138 | 39 | 89 | 79 |
% in Category | 83 | 71 | 87 | 29 | 66 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.18B | 8.40 | 4.65 | 5.45 | ||
Templeton Growth Adv | 197.68M | 6.78 | 4.55 | 4.25 | ||
Templeton Growth R | 53.25M | 6.35 | 4.03 | 3.73 | ||
Templeton Growth R6 | 293.96M | 6.83 | 4.60 | 4.33 | ||
Templeton Growth A | 8.14B | 6.54 | 4.28 | 3.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.64B | 10.72 | 9.53 | 8.23 | ||
Franklin Mutual Global Discovery Z | 3.24B | 9.74 | 9.99 | 6.63 | ||
Franklin Mutual Beacon Z | 2.17B | 9.15 | 4.15 | 7.22 | ||
SEI Global Managed Volatility A (SI | 1.97B | 15.56 | 8.24 | - | ||
Artisan Global Value Institutional | 1.87B | 14.56 | 9.91 | 8.12 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Elevance Health | US0367521038 | 2.29 | 382.14 | -2.76% | |
AerCap Holdings NV | NL0000687663 | 2.28 | 95.91 | -0.35% | |
Medtronic | IE00BTN1Y115 | 2.25 | 84.01 | -0.15% | |
Charter Communications | US16119P1084 | 2.23 | 403.06 | -0.27% | |
BNP Paribas | FR0000131104 | 2.18 | 58.57 | +1.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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