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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1084 | 1227 | 1225 | 1437 | 1798 |
Fund Return | 8.41% | 8.41% | 22.69% | 6.99% | 7.51% | 6.04% |
Place in category | 120 | 120 | 49 | 160 | 165 | 155 |
% in Category | 58 | 58 | 37 | 83 | 93 | 99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.8B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth R6 | 289.28M | 7.14 | 5.25 | 3.98 | ||
Templeton Growth A | 8.12B | 7.05 | 4.94 | 3.63 | ||
Templeton Growth Adv | 185.4M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.85M | 6.98 | 4.66 | 3.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 51.96B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 48.41B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 38.32B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.82 | 193.50 | +0.07% | |
CVS Health Corp | US1266501006 | 2.56 | 67.19 | -0.21% | |
Medtronic | IE00BTN1Y115 | 2.49 | 79.73 | +0.61% | |
Fiserv | US3377381088 | 2.48 | 155.84 | +1.66% | |
Chevron | US1667641005 | 2.45 | 165.83 | +0.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Buy |
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