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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 1000 | 1145 | 1331 | 1487 | 1900 |
Fund Return | 9.74% | 0.04% | 14.45% | 9.99% | 8.26% | 6.63% |
Place in category | 129 | 116 | 135 | 31 | 78 | 67 |
% in Category | 81 | 69 | 85 | 22 | 58 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.24B | 8.40 | 4.65 | 5.45 | ||
Templeton Growth R6 | 294.45M | 6.83 | 4.60 | 4.33 | ||
Templeton Growth A | 8.16B | 6.54 | 4.28 | 3.99 | ||
Templeton Growth Adv | 197.11M | 6.78 | 4.55 | 4.25 | ||
Templeton Growth R | 53.45M | 6.35 | 4.03 | 3.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.64B | 10.72 | 9.53 | 8.23 | ||
Franklin Mutual Global Discovery A | 5.27B | 9.50 | 9.71 | 6.36 | ||
Franklin Mutual Beacon Z | 2.18B | 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 | 392.98 | -1.38% | |
AerCap Holdings NV | NL0000687663 | 2.28 | 96.25 | -2.38% | |
Medtronic | IE00BTN1Y115 | 2.25 | 84.14 | -1.38% | |
Charter Communications | US16119P1084 | 2.23 | 404.14 | +0.50% | |
BNP Paribas | FR0000131104 | 2.18 | 57.97 | +2.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Neutral | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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