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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1076 | 1167 | 1324 | 1822 | 2907 |
Fund Return | 7.57% | 7.57% | 16.69% | 9.8% | 12.75% | 11.26% |
Place in category | 1293 | 1293 | 1346 | 793 | 878 | 534 |
% in Category | 86 | 86 | 94 | 59 | 72 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.8B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth Adv | 185.4M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.85M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 289.28M | 7.14 | 5.25 | 3.98 | ||
Templeton Growth A | 8.12B | 7.05 | 4.94 | 3.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.76 | 406.32 | +1.82% | |
Roper Technologies | US7766961061 | 4.20 | 526.78 | -2.52% | |
Stryker | US8636671013 | 4.16 | 335.66 | -0.44% | |
Linde PLC | IE000S9YS762 | 3.94 | 414.000 | +0.19% | |
Accenture | IE00B4BNMY34 | 3.08 | 307.93 | -0.35% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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